When it comes to your business, time is money. That’s why making wise use of your time is the answer to achieving profitability. To get the best return on your assets, your goal is to uncover time efficiencies that will let you concentrate on the highest priorities for your business.
Your analysis begins by asking two key questions.
Which drivers of my business are taking up too much of my time?
- A. Prospecting for new assets
- B. Servicing existing clients
- C. Business administration
The best outcome is to put the greatest amount of effort into pursuing asset-gathering opportunities and the least amount into administrative tasks.
Which client segment in my book of business is taking up most of my time?
- A. Clients at the highest asset level
- B. Clients at the mid-range asset level
- C. Clients at the lowest asset level
The best outcome is to commit more of your time to developing personalized solutions for your top-tier “A” clients and use more time-saving, turnkey investment solutions for your “B” and “C” clients.
Wells Fargo Advantage WealthBuilder PortfoliosSM can help you achieve the outcomes you’re looking for
As a one-step diversification solution, WealthBuilder Portfolios let you offer your clients:- A choice of six-ready-made fund-of-funds portfolios with differing risk-return profiles that harness the expertise of multiple managers.
- Access to sophisticated quantitative Tactical Asset Allocation and strategic investment models that seek to capitalize on rotating market cycles.
- A quarterly investor newsletter to keep them informed about their WealthBuilder Portfolios investments.
WealthBuilder Sales Tools
WealthBuilder Portfolios Fact SheetFund Profile
- WealthBuilder Brochure and Supplement (PDF)
- WealthBuilder Portfolio Shifts (PDF)
- WealthBuilder Questionnaire (PDF)
- TAA/TEA Quarterly Update (PDF)
- Asset Allocation White Paper (PDF) – Investment Professional Use Only
- WealthBuilder Facts and Features (PDF) – Investment Professional Use Only
WealthBuilder Portfolios Fact SheetFund Profile
Conservative Allocation Portfolio- Moderate Balanced Portfolio
- Growth Balanced Portfolio
- Growth Allocation Portfolio
- Equity Portfolio
- Tactical Equity Portfolio
For more in-depth information
Call your Regional Director at 1-888-877-9275 to fund out the many ways in which WealthBuilder Portfolios can help you be more efficient in running your business.
Call your Regional Director at 1-888-877-9275 to fund out the many ways in which WealthBuilder Portfolios can help you be more efficient in running your business.
