Simplify your life. Grow your business.
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The Sherman Sheet delivers to Financial Advisors a daily roadmap to success, featuring: |
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Model Portfolios that work |
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Explanations that "click" with clients |
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Tools that save you time and build your book |
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With The Sherman Sheet as your private market expert, you'll become a more confident, assured and valuable resource to your clients than ever before, and you'll enjoy more freedom to concentrate on the real business of your business - managing clients and attracting new ones. |
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To speak with one of our team members about our service, please call us toll-free at 1-888-957-3438. We'll be happy to discuss how we can simplify your life and grow your business. |
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Our subscription service for financial professionals is ideal for those who: |
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- Would rather spend their time on client matters than on market analysis.
- Would benefit from having a simple, sensible supply-and-demand based framework for explaining markets and strategies to clients and prospects.
- Have clients in 401k, VA or other circumstances where hold-time and trade frequency restrictions are important.
- Need strategies which can be implemented across the spectrum of client profiles.
- Would rather proactively guide their clients through difficult times and bear markets, instead of telling them to simply, "hang in there."
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Attend a Live Webinar. |
Take a Free Test Drive. |
Apply CPRs to your Practice. |
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For more in-depth information about our service, register to attend our live webinars. On Tuesdays we discuss the "why" of what we do, and on Thursdays we cover "what" is included in a Sherman Sheet subscription. |
To get a no-pressure, no-obligation, no credit card required 30-day Free Trial of The Sherman Sheet, just click here now. After the Free Trial, we're confident The Sherman Sheet will pay for itself many times over in your practice. |
Click here to learn how our Custom Portfolio Reports - CPRs - can make you an instant expert in all your clients' 401ks, 403bs, VA's and other retirement accounts. |
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