Consider this: your fact sheet is failing you. (Yes, we’re talking about that 1 page tear sheet that you barely give a second thought.) Before you reject the idea, remember that your fact sheet is the first piece in your collateral suite and it’s got an incredibly important job.
The job of your fact sheet is to get a prospect to want more.
We shared a game plan for laying out your fact sheet on our blog, but we're also developing fact sheet templates for investment boutiques. Interested?
Get on the waitlist and we’ll let you know when our templates are released!