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It's better to first save
the download files to your hard drive, and then open them with MS Word or Excel
Some people have problems
opening these kinds of files in their browser, which is what will
probably happen if you regular left click on the links. So...
To download the
demo, right click on the link below, and then choose "Save (Target) As..." to
save to your hard drive. Then find it and open with Excel.
Please note that due to Microsoft indifference, if the colors don't look great, it's because they
didn't care to bother with color compatibility between versions. You'll get a
spreadsheet with good colors when you buy. Answers to frequently asked demo questions and how to use demos
Sometimes the
web server doesn't work well with weird browsers, or it just may not work if it's not
configured right. Please send e-mail if you
have any problems, and files will be sent to you.
Please note that due to Microsoft indifference, if the colors don't look great, it's because they
didn't care to bother with color compatibility between versions. You'll get a
spreadsheet with good colors when you buy. Answers to frequently asked demo questions, and how to use demos.
If you're getting various "password" errors when trying to get
an Excel spreadsheet to open, then you may not have MS Excel (you probably just have MS
Works). You'll need Excel to use most of these financial plan modules. To see, just go to Start,
All Programs, and see if you have Excel loaded on your computer.
All of the account dollar amount
breakpoints you'll read are just examples. You should do whatever works best for your
business.
Non-HTML Download
Freebies
The world's most powerful
Free online retirement calculator (1.2Mb
spreadsheet)
The bond calculators "demo" has the most functional free bond yield to maturity calculator to be on the web (8Mb Excel spreadsheet)
Most all free online financial calculators on the web
Our Free Financial Calculators (4.5Mb spreadsheet)
Free personal budget software (750 Mb spreadsheet)
Sample Comprehensive Financial Plan (choose between six PDF files or many demo downloads):
Integrated sample financial plan (650Kb PDF)
Sample plan
(300Kb PDF 1 of 4)
Sample financial plan
(500Kb PDF 2 of 4)
Financial sample plan
(400Kb PDF 3 of 4)
Example of a financial plan (200Kb PDF 4 of 4)
Simple Financial Plan (300Kb PDF)
Directions for presenting the free sample financial plan to prospects and paying clients (100Kb Word doc)
User's manual for the integrated financial planning software (3MB)
Confidential
Report Cover (35Kb Word doc for the first page of the client's financial plan reports)
Financial
plan table of contents (22Kb Word doc)
Financial
plan introduction page, and disclaimers, of the sample financial plan (33Kb Word
doc)
Sample financial plan page showing the to do list of implementing the plan (42 Kb Word doc)
Sample
client Level of Services Tool (for showing clients what investment
management services you offer, 35Kb Word doc)
The
interview notes, concerns, and objectives page of the free sample financial plan
(26Kb Word doc)
Report text that goes with the family budget software (30Kb)
Text that explains the newt worth projection reports (30Kb)
Asset Allocation Report (detailed explanation of asset allocation software,
110Kb Word doc)
Fusion Wealth Planning Process PowerPoint downloads:
Small (1.1MB)
Big (4.1MB)
RP
Retirement Planner User's Manual (250Kb Word Doc)
RWR Retirement Planning Software User's Manual (425Kb Word doc)
RWR
Retirement Planning Software - Detailed report explanation about retirement planning (55Kb
Word doc)
Definition of common investment portfolio
optimization terms
Sample receptionist script for prospects calling into the office (11Kb Word doc)
Word doc showing investment asset correlation coefficients (1Mb)
Directions on
how to organize and save client computer work (44Kb Word doc)
Estate
planning and document organizer for use with financial planning calculators (90Kb Word
doc)
Client screening (to weed out undesirable
financial planning clients and only have good ones (53Kb Word doc)
Financial planning services
evaluation form for clients to tell their financial planners how they did
after the financial plan was presented (55 Kb Word doc)
Referral generator (mailing tool to accumulate
investment client referrals (35Kb Word doc)
Financial planning discovery primer
(150Kb PDF for fact finding)
Download a PDF file from the U.S. Bureau of Labor Statistics about being a financial planner. The
600 Kb PDF is here, and the site is:
http://www.bls.gov/oco/ocos259.htm
A
sample piece to help clients understand (Pershing) investment portfolio statements (32Kb Word
doc)
A
firm bio example (48Kb Word doc)
Registered rep training on how to manage fee-based investment accounts (57Kb Word doc)
Sample
client newsletter about model investment portfolios (37Kb Word doc)
"Who the
Players Are" A sample introduction to you, your firm, custodians, traders, and your
Broker Dealer (22Kb Word doc)
Prospectus
management system example (25Kb Word doc)
Benchmark Portfolio Monthly Newsletter (42Kb Word doc)
Another
investment benchmark portfolio example
The Social Security Administration
offers their online benefit calculator to anyone. Their CD is $51, but it's available
by
free online downloading from this
page (click here). Their program is called AnyPIA (Primary Insurance Amount) and is
better than commercial programs that calculate Social Security benefits
Socially Responsible Investment Fact Finder
(22Kb Word doc)
A cute visual aid that shows how the financial planner is the quarterback at the center of
all of the other kinds of professionals (47Kb TIFF file - open it with a graphics
editor)
Timekeeping
sheet (for tracking time spent on projects, 33Kb Word doc)
Go to the page with the
Free Financial Plan Demos
This is the free downloads page 1 of 2. Free HTML downloads are on page 2 of 2 |
