1 / 14

A Guide to Investment Services John S. Wilkinson, CFP

A Guide to Investment Services John S. Wilkinson, CFP. 4 Stages of Learning. Unconscious Incompetence Conscience Incompetence Conscience Competence Unconscious Competence. Sovereign Choice Membership Benefits. Newsletters. Newsletters. Sovereign Individual Sovereign One Sovereign Edge.

tiana
Download Presentation

A Guide to Investment Services John S. Wilkinson, CFP

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. A Guide to Investment ServicesJohn S. Wilkinson, CFP

  2. 4 Stages of Learning Unconscious Incompetence Conscience Incompetence Conscience Competence Unconscious Competence

  3. Sovereign Choice Membership Benefits • Newsletters

  4. Newsletters • Sovereign Individual • Sovereign One • Sovereign Edge

  5. Sovereign Choice Membership Benefits • Newsletters • PremiumServices

  6. Premium Services • Emerging Market Strategist • Pure Income • Commodity Trend Alert • Currency Cross Trader • Offshore Confidential

  7. Sovereign Choice Membership Benefits • Newsletters • PremiumServices • Investment Calls

  8. Sovereign Choice Membership Benefits • Newsletters • PremiumServices • Investment Calls • Investment Reports

  9. Sovereign Choice Membership Benefits • Newsletters • PremiumServices • Investment Calls • Investment Reports • New Services

  10. Sovereign Choice Membership Benefits • Newsletters • PremiumServices • Investment Calls • Investment Reports • New Services • Legacy Program

  11. Sovereign ChoiceMembershipBenefits • Newsletters • PremiumServices • Investment Calls • Investment Reports • New Services • Legacy Program • VIP Service Desk (888-358-8125)

  12. Sovereign Choice Membership Benefits • Newsletters $199/year • PremiumServices $6,997/year • Investment Calls $500/year • Investment Reports $632/year • New Services $1,500-3,000/year • Legacy Program Priceless • VIP Service Desk $9,700 + per year

  13. Sovereign Choice Membership Fee • One-time Cost • Normally $3,997 • Annual membership fee $149 • Conference Special

  14. Sovereign Choice Membership Fee • One-time Cost • Normally $5,997 • Conference Special $1,997

More Related