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Investment Policy Statements |
IPS AdvisorPro® co-founders Norm Boone, MBA, CFP®, and Linda Lubitz Boone, CFP® will be speaking on:
After the “Crisis”: Managing Client Expectations Using Investment Policy Statements
When: April 22–25, 2010
Where: Hyatt Regency Hill Country Resort, San Antonio, TX
Stop using those outdated word documents or other applications that don't reflect how YOU manage money and move up to IPS AdvisorPro® created by Advisors For Advisors.
» Learn more
Our online video shows how to easily create an investment policy statement in five simple steps: create a new client, view the questionnaire, choose an asset allocation model, generate and edit the final wording.
» Watch video
