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Center for Fiduciary Studies
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Fiduciary Toolkit
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This package includes your choice of one of our fiduciary handbooks and corresponding SAFE questionnaire, along with a laminated fiduciary card and placemat. These products would cost over $46 if purchased separately.
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Personalization
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Discounts - The following quantity discounts will apply on this product.
| Quantity | Amount |
| 10 to 100 | $35.00 |
Detailed Description
This package is a perfect marketing piece for any investment professional.
- The fiduciary handbook can be used as a reference piece when meeting with any client. It also serves as a great giveaway for your more educated clients.
- Complete the SAFE with your client to identify strengths and weaknesses in his or her process. This is a great way to introduce the notion of fiduciary responsibility.
- The laminated placemat is an excellent takeaway for any client to remind them of the process you will be following when managing their money.
- Lastly, the fiduciary card can be kept in your wallet to constantly re-enforce the concepts which are key to the fiduciary.
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