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Riskalyze Risk Profiling SETH STEWART The new generation of risk profiling INTERNAL SYSTEMS & PROCEDURES Completing a risk profile Face to face Email link Web-site link – BrookstoneFinancial.com Entering a client/prospect portfolio Selecting a model allocation Adding an annuity Generating reports & proposals The eMoney Integration Required for advisors making customized recommendations Custom allocations must be within 5 +/- Risk Score. 17
Notes Questions... INTERNAL SYSTEMS & PROCEDURES ................................................. Doodle Space ........................................................................................................................................ ........................................................................................................................................ ................................................. 18
Page 1: Training Guide For Advisers & Staff
Page 4 and 5: Opening Remarks JAMES M. JONES, FOU
Page 6 and 7: Opening Remarks SETH B. STEWART, PR
Page 8 and 9: Compliance Polices & Procedures PAM
Page 10 and 11: Advisors Assistant CRM SETH STEWART
Page 12 and 13: Advisors Assistant CRM ANDRE MCLEAN
Page 14 and 15: Brookstone Financial.com SETH STEWA
Page 16 and 17: Screen Meet SETH STEWART Easy to us
Page 18 and 19: eMoney SETH STEWART “A tool, NOT
Page 23 and 24: Table of Contents Strategic Partner
Page 25 and 26: Life Insurance TJ SCOTT How Gradien
Page 27 and 28: Notes Questions... CUSTODIAL PLATFO
Page 35 and 36: BofI Advisor SETH STEWART Adviser S
Page 37 and 38: Notes Questions... SALES & MARKETIN

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