The Sub-Advisor Client Engagement Experience

Compass Points

 

Lightpoint Portfolios (TM) – Sub-Advisor Engagement Process

Subadvisor Circle

  • Marketing & Collateral Materials
  • Fact sheets
  • Other (i.e. Videos, Press Releases, etc.)

  • Account Onboarding Resources / Procedures
  • Distribution Instructions (Cashiering Form)

 

 

 

Build Trust with the Client          Build Confidence with the Client          Client for Life!


 

 

 
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