Download Your FREE Advisor Resource Kit
A Watch Me First explainer video to introduce you to the tools
Watch the video shown to the right for a full introduction on how to use the downloadable resources below.
The downloadable resources below are offered in two versions. One is branded with the Local Investing Resource Center logo, and the second is a “white label” version to which you can add your firm’s branding. Please feel free to use whichever best meets your needs.
Resource Handouts for you, your clients, and your compliance officer
Contents of download:
– Advisor Handout
– Client Handout
– Compliance Handout
Local Investing fact sheet for use in educational settings
Contents of download:
– Local Investing fact sheet
Investment Tracker Template
Watch the video shown to the right for full instruction about this download.
Contents of download:
– Investment Tracker Template
Your Ideal Deal Client Worksheet
Watch the video shown to the right for full instruction about this download.
Contents of download:
– Your Ideal Deal
Financial Checklist Template
Watch the video shown to the right for full instruction about this download.
Contents of download:
– Financial Checklist Template
Due Diligence Questionnaire
Watch the video shown to the right for full instruction about this download.
Contents of download:
– Due Diligence Questionnaire