Many advisors we work with have asked us to develop a presentation tool
to help introduce and position private investments to their clients.
Our answer is the 3D Investment Model.
We have designed this as a worksheet you can use in conversations with both your clients and prospects.
There are two versions for Advisors:
- A completed version you can use for reference in preparing your words for delivering it
- The worksheet version you will use and fill out during your conversations with clients