Beverly_Flaxington_pitchbook

The Pitchbook: Best Practices

Free!

SKU: 014

Product Description

When developing a pitchbook, keep in mind the Six Keys to Confident Presenting:

  1. Know why.
  2. Create flow.
  3. Create context.
  4. Remember adult learning preferences.
  5. Have a close.

Using these principles, discover the Best Practices for Pitchbook Development, including an example of the ideal organization for a complete pitchbook.

This free resource is available for immediate download in PDF format. To secure your copy, click ‘Add to Cart’, and a Shopping Cart icon will appear in the upper right-hand corner of this page.

To confirm your download, click ‘Proceed to Checkout’ in the Shopping Cart, and you will be asked to enter your contact information into a secure form.  No payment information is required to complete the transaction.

Once you have placed your order, you will be directed to an Order Details page, where you will find a blue hyperlink to begin your free download.  We hope you find this resource helpful in building your financial advisory business. If you have difficulty with your download, contact Tech Support.