September 1998 Issue


Practice Development Institute LLC (PDI) recently announced the availability of a new marketing tool for accountants, law firms, banks, insurance providers, and other advisors offering financial planning services. According to PDI, Strategies for Wealth Management is designed to help individuals understand the need for financial planning and choose among the various strategies available to achieve their financial goals. Topics include goal-setting, gift and estate planning, charitable giving, retirement planning, insurance, investments, asset protection, and tax planning. Firms can customize an area on the front cover, the entire back cover, and both inside cover pages with their logo, message, and other information.

The booklet is a practice development tool for professionals and addresses the special financial planning needs of wealthy individuals. It helps them review various wealth management strategies and select those most appropriate for their situation. Most importantly, it emphasizes the value of professional advice and encourages the reader to consult the firm for assistance in managing their wealth.

Strategies for Wealth Management comes with a fax-back response form including a "Personal Wealth Management Evaluation" checklist readers can use to request more information about various financial planning strategies. For a sample, or to receive more information, call PDI at (800) 227-0498, fax a request to (312) 644-6014, or visit PDI's Web site, *

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