Tolerisk has a variety of marketing materials to help you with client engagement.
To access these materials -
- Click the dropdown menu on the top right side of the site.
- Toward the bottom of this dropdown, click the “Marketing” section.
- The videos are designed as a marketing tool that will explain what your client will see and what they will expect when they go through a Tolerisk Assessment. Once your client/prospect views the video, they will be immediately prompted to start their risk assessment.
- The "Prep Sheet" at the bottom of the marketing tab is a one-page PDF that provides guidance on the financial information your clients should prepare before they begin their assessment. You can attach this to an email that you send to your clients, along with a customized investor worksheet link.
The video below walks you through the steps above, and highlights how you can use these marketing resources-