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Investment Policy Statements |
“Great information and so timely as advisors reevaluate their philosophies and processes in light of the financial crisis. I think more and more will come to understand that best practices also make good business sense. Thanks so much for your work and raising the bar!”
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Stop using those outdated word documents or other applications that don't reflect how YOU manage money and move up to IPS AdvisorPro® created by Advisors For Advisors.
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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.
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