The Principia® Presentations & Education module encompasses a collection of communication resources developed to assist advisors during client interactions. Specialized Microsoft® PowerPoint® presentations introduce time-tested investment principles, while Sales Ideas/marketing handouts address common retirement and investment risks. Advisors can also search and download white papers on a broad range of research.
Presentation length ranges from eight to 20 slides each (totaling more than 150+ slides), ready for personalization with the speaker’s name or a company logo
Pre-written speakers’ notes save time and help clarify complex topics during presentations
Content additions added throughout the year, giving advisors quick and easy access to the most relevant and pressing financial topics
All presentations and Sales Ideas are FINRA reviewed for use with the public
Bonus Materials
Three Sales Ideas help advisors discuss important investment topics and generate new business
Educational articles and white papers explore various investment trends and research topics
