Below are several pre-approved client presentations for your use. All presentations have been approved by Regal Investment Advisors - however - presentations will need to be resubmitted for compliance approval if ANY changes made.
The Shopping Cart
The best time to shop for investment advisors was yesterday. The second best time is today! Using a simple shopping cart analogy, inform clients why they should be with a Regal advisor.
Mind Your Own Business
Business owners generally expect and usually prepare for what we’ll call “Daily Business Risks:" Changes in your industry; demand for your product or services/technological advances, etc. It may be challenging to maintain the same quality level of the product or services you offer.