Existing Screenshot. Your Logo Here Intro. As an Attorney, you are your clients most trusted advisor. You ve worked hard to establish your practice.

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1 Existing Screenshot Your Logo Here Intro As an Attorney, you are your clients most trusted advisor. You ve worked hard to establish your practice. As your clients needs become more complex, you know you should be doing more. Your clients are obtaining advice from bankers, CPAs, financial advisors, and insurance agents. Competition is fierce. Your clients need professionals who can be trusted to maximize, manage and protect their wealth.

2 Until now, financial advisors often worked independently from attorneys and did not team up to leverage client relationships. Each advisor, having only limited information, operated in a relative vacuum knowing their recommendations and proposals were not necessarily aligned with what others were doing for their clients. You know you are uniquely positioned to bring your clients clarity and peace of mind. What if you could partner with a financial advisor that could help you manage and coordinate your client s planning services? Now, with advances in technology, financial advisors and attorneys can collaborate in a win-win to leverage client relationships. Introducing the Attorney Alliance Program which enables Attorneys to create alliances with financial advisors to provide enhanced services

3 Leading financial advisors are now using a wealth management system which gives them a comprehensive view into a client s financial picture. By forming an alliance with a financial advisor, you too can benefit from this system which is helping financial advisors retain clients, increase revenue and improve client service. It is a system that provides a working structure for referral relationships. You ll benefit by offering additional services, retaining clients and securing your position as their primary contact. By using this wealth management system, you and your clients professional advisory team can see a client s entire financial picture at a glance. You remain intimately involved in your client s success working collaboratively and cohesively with other professionals to manage and develop solutions that are in your client s best interests.

4 You become the key to your client s financial success. You always have a current view of your client s financial situation. Their accounts are aggregated nightly and are available for review by you, other professionals, and by your clients through their own website.

5 The Online Vault provides secure one-click access to all of your client s important papers, including trusts, wills, tax returns, business documents even audio or video recordings that enables you and other professionals to see their complete financial and planning picture. Imagine the trust and confidence your client feels in knowing that through the platform s sophisticated Alert system, you are managing the critical issues and deadlines associated with their increasingly complex circumstances.

6 Expand your services. Enhance your client relationships. Leverage your professional alliances.

7 Scale your business. Take your practice to the next level. Partner with us today. Your Logo Here Outro