DOWNLOADS

The section below features education and tools to help you convert more business from your seminars and workshops.

GENERIC WHITEPAPERS

Quantum’s content library is an advisor’s central hub for the latest resources and information your clients need. Covering relevant topics that you might go over in day-to-day meetings, our whitepapers can provide the education your clients crave while catering to your brand and your voice. View, download and personalize all of our consumer-facing whitepapers below!

GENERIC PRESENTATIONS

The sample presentations in this section are meant to be a guide for your narrative. Remember that “less is more” when it comes to your visuals. You want the audience focusing on why you became an advisor, who you work with and what you do for them. The more charts and graphs you have, the less successful you are likely to be. Think of your presentations as a story that gradually unfolds and is designed to facilitate an emotional response from your audience.

Power Point Presentation Format (PPT)

APPOINTMENT SETTING

The goal of your seminars is to introduce qualified prospects to you and your practice and help them understand the benefits that can come from meeting with you. These tools can make it easier to set appointments at your seminar by encouraging the audience to truthfully assess themselves and come to the realization that they need your help.

PODCASTS

BLOG POSTS