Looking for Freelance Wealth Management Advisor Templates to download? See the main templates that a Freelance Wealth Management Advisor would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Wealth Management Advisor role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Wealth Management Advisor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Client Investment Proposal
2. Financial Planning Worksheet
3. Investment Portfolio Tracker
4. Performance Report
5. Risk Assessment Questionnaire
6. Tax Planning Checklist
7. Retirement Planning Calculator
8. Estate Planning Template
9. Investment Policy Statement
10. Client Meeting Agenda
Reports are often prepared by a Freelance Wealth Management Advisor to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Investment Performance Report
2. Client Portfolio Summary Report
3. Asset Allocation Report
4. Market Research Report
5. Financial Planning Report
6. Risk Assessment Report
7. Tax Planning Report
8. Retirement Planning Report
9. Estate Planning Report
10. Compliance Report
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Wealth Management Advisor does and how they do it.
1. Client Onboarding SOP
2. Investment Portfolio Management SOP
3. Financial Planning SOP
4. Risk Assessment SOP
5. Compliance and Regulatory SOP
6. Performance Reporting SOP
7. Client Communication SOP
8. Market Research SOP
9. Investment Due Diligence SOP
10. Business Development SOP
Freelance Wealth Management Advisor presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Financial Performance Review Template
2. Investment Portfolio Analysis Template
3. Retirement Planning Template
4. Risk Management Strategy Template
5. Tax Planning and Optimization Template
There are several key times when a Freelance Wealth Management Advisor needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Client Agreement Template
2. Investment Policy Statement Template
3. Financial Planning Template
4. Risk Assessment Template
5. Compliance Checklist Template
Health & Safety templates for a Freelance Wealth Management Advisor ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Emergency Evacuation Plan Template
4. Health and Safety Training Attendance Template
5. Workplace Inspection Checklist Template
Setting up Freelance Wealth Management Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Investment Portfolio Calendar
3. Client Meeting Calendar
4. Tax Filing Calendar
5. Market Research Calendar
Several types of Freelance Wealth Management Advisor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Client Investment Invoice
2. Financial Planning Invoice
3. Portfolio Management Invoice
4. Retirement Planning Invoice
5. Tax Advisory Invoice
For a Freelance Wealth Management Advisor to get insights related to the work they do, they need to send out Freelance Wealth Management Advisor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Investment Preferences Survey
3. Risk Tolerance Assessment Survey
4. Financial Goals and Objectives Survey
5. Market Research Survey
Having premade Freelance Wealth Management Advisor meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Client Review Meeting
2. Investment Strategy Meeting
3. Financial Planning Meeting
4. Market Analysis Meeting
5. Team Collaboration Meeting
To manage finances well, a Freelance Wealth Management Advisor would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expense Tracker
2. Monthly Budget Planner
3. Savings and Investment Tracker
4. Debt Repayment Plan
5. Financial Goal Tracker
Dashboards are a useful way for a Freelance Wealth Management Advisor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Client Portfolio Performance Dashboard
2. Investment Allocation Dashboard
3. Financial Goal Tracking Dashboard
4. Risk Assessment Dashboard
5. Market Trends and Analysis Dashboard
For bidding or requesting work, a Freelance Wealth Management Advisor needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Investment Portfolio Proposal
2. Retirement Planning Proposal
3. Tax Planning Proposal
4. Estate Planning Proposal
5. Risk Management Proposal
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Wealth Management Advisor templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
