Morningstar Advisor Catalog 2008 - 4
The Ibbotson SBBI Print Kit ® ® The investment industry’s most iconic—and compelling—image. Demonstrate the value of asset allocation with this practical collection of FINRA-reviewed presentation materials based on the best-selling Ibbotson SBBI image. The poster, charts, and chart pads illustrate the growth of $1 invested in four major asset classes since 1926, within the context of key political and economic events. Use the materials in this kit to inspire and support discussions with clients about investment performance over the short- and long-term. Each laminated market chart includes speaking notes on the back for quick reference during discussions. Chart pads incorporate the Ibbotson SBBI graph as the background of each tear-off page, allowing advisors to make notes for clients. The poster is a fitting decoration and conversation piece for any advisor’s office or conference room. Kit includes one poster (25” x 38”), two laminated charts (8.5” x 11”), and three chart pads (8.5” x 11”, 25 sheets per pad), all featuring the Ibbotson SBBI image. $100 The Market Charts Kit Powerful conversation starters—and closers. Increase the power of one-on-one conversations by incorporating relevant market charts to illustrate investment concepts. For quick reference, all charts include speaking points on the back clearly explaining what the graphics visually represent. Charts are available as a complete set, housed in a three-ring binder that travels easily to client meetings. These charts prepare financial professionals to answer investment questions regarding a wide range of subjects—from capital market performance to the value of asset allocation. All charts are reviewed by FINRA for use with the public. Kit includes 15 laminated prints (8.5” x 11”) housed in a sturdy three-ring binder. $235 Discounts and personalization are available for bulk purchases. 4 Communication
Morningstar Advisor Catalog 2008
Table of Contents for the Digital Edition of Morningstar Advisor Catalog 2008
Morningstar Advisor Catalog 2008
Contents
Communication
Research
Software
Investment Services
Community
Morningstar Advisor Catalog 2008 - Morningstar Advisor Catalog 2008
Morningstar Advisor Catalog 2008 - Contents
Morningstar Advisor Catalog 2008 - 1
Morningstar Advisor Catalog 2008 - Communication
Morningstar Advisor Catalog 2008 - 3
Morningstar Advisor Catalog 2008 - 4
Morningstar Advisor Catalog 2008 - 5
Morningstar Advisor Catalog 2008 - 6
Morningstar Advisor Catalog 2008 - 7
Morningstar Advisor Catalog 2008 - 8
Morningstar Advisor Catalog 2008 - 9
Morningstar Advisor Catalog 2008 - Research
Morningstar Advisor Catalog 2008 - 11
Morningstar Advisor Catalog 2008 - 12
Morningstar Advisor Catalog 2008 - 13
Morningstar Advisor Catalog 2008 - 14
Morningstar Advisor Catalog 2008 - 15
Morningstar Advisor Catalog 2008 - 16
Morningstar Advisor Catalog 2008 - 17
Morningstar Advisor Catalog 2008 - Software
Morningstar Advisor Catalog 2008 - 19
Morningstar Advisor Catalog 2008 - 20
Morningstar Advisor Catalog 2008 - 21
Morningstar Advisor Catalog 2008 - 22
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Morningstar Advisor Catalog 2008 - 37
Morningstar Advisor Catalog 2008 - Investment Services
Morningstar Advisor Catalog 2008 - 39
Morningstar Advisor Catalog 2008 - 40
Morningstar Advisor Catalog 2008 - 41
Morningstar Advisor Catalog 2008 - Community
Morningstar Advisor Catalog 2008 - 43
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Morningstar Advisor Catalog 2008 - 48
Morningstar Advisor Catalog 2008 - Cover3
Morningstar Advisor Catalog 2008 - Cover4
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