Applets are used by Advisors in PPI Toolkit 2 to create professional, straightforward presentations for clients.
Is your practice getting the attention it requires? A strong brand image means stronger business potential. Your clients, as well as the potential clients that your current ones will refer to you, should know you by name, company, and logo. One simple way to achieve this is to create client-facing presentations that are professional, convey your expertise, and are branded with your name and business name.
Create branded presentations quickly and easily in a 3-step process using PPI Toolkit: