Financial Plan / Proposal Presentation

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Nov 27, 2006 9:15 pm

I'm curious on how others are presenting their proposals or financial

plans to clients.



Do you use any formal binding system? Or a customized binder for your

firm with your logo on the front and customized tabs.



If so if you can share who makes your binders or the binding system you

use, or your unique way giving prospective client or existing clients your

deliverables.



Any ideas would be appreciated.

Nov 27, 2006 9:19 pm

I prefer to re-use the envelopes fund companys use when they send me junk male.  I just stick all the stuff in their, and then use a brite colored marker to cross out my addres and put the propects name on the front in biiiiig letters.

Some times I will also draw a happy face or a star next to there name.  They always liek that!

Nov 27, 2006 9:35 pm
preluder:

I'm curious on how others are presenting their proposals or financial
plans to clients.

Do you use any formal binding system? Or a customized binder for your
firm with your logo on the front and customized tabs.

If so if you can share who makes your binders or the binding system you
use, or your unique way giving prospective client or existing clients your
deliverables.

Any ideas would be appreciated.


I use one legal pad page.

Nov 27, 2006 9:44 pm

I write mine up in Word and print out on letterhead -- usually 3-5 pages.  In addition, I use Morningstar Advisor or Principia to do a separate Portfolio Snapshot and often a Proposed Portfolio Snapshot as well. 

Nov 27, 2006 10:59 pm

I generally send mine by email, but...


At my office, you can order a print (or have an intern do it) and have the book bound with a comb bind. There are various covers with the logo on them and I have found that people seem to like them.


The system costs about $1,000, as I understand it.


Spiral binding seems to really be the best, but its also the most expensive...

Dec 1, 2006 1:50 pm

You can spend a lot or a relatively small amount on the binding machines.  One that will do everything you want is about $500-600.  A basic one is about $150.  We've been looking into buying one. 

Dec 1, 2006 5:41 pm

I use a folder that I can insert the proposals and smaller reports into that have pockets on both insides, a place for my business card and an area for a label that I compose on my laser printer.


For annual reviews and larger reports, I use a folder that has 3 prongs for binding and a pocket in the back for loose items.  I'm thinking of getting a spiral binding kit for more professional look and also for seminar materials.


A nice forest green linen feel on both types of folders.  I get them from Staples.