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Get Adobe ReaderSpreadsheets and Documents
These are just a handful of the more than 250 files available on our Members-Only File Library. You will have access to a wide assortment of letters, forms, handouts, calculators, spreadsheets, presentations, articles, newsletters and more.
You will need the free Adobe Acrobat Reader to view these files. If you do not already have this on your computer, you can get it with our link to the right.
- Fee Calculator (24 KB) -- Quickly calculate a new client fee with this Excel spreadsheet that is fully customizable to your practice.
- Welcome Letter (42 KB) -- This is just one of the many letters ready for you to download and edit to suit your needs.
- New Client Appointment Checklist (128 KB) -- Your clients will always have appointment information at their fingertips when you use our checklist.
- The Cambridge Pyramid (49 KB) -- The first of two screen shots of our exclusive Cambridge Pyramid program, designed to facilitate and illustrate Functional Asset Allocation.
- The Cambridge Pyramid (Second) (46 KB) -- The second of two screen shots of our exclusive Cambridge Pyramid program, designed to facilitate and illustrate Functional Asset Allocation
- Marketing Templates (116 KB) -- You receive a choice of marketing template styles for everything you need to get started - stationery, business cards, email brochure, Power Point master slides...and an integrated web brochure.
- Tools and Support (44 KB) -- A comprehensive cross-reference of all the tools and support available to you, organized by subject matter. Find what you need when you need it - easily!