Investment and Brokerage Services Sample Proposal

August 20xx Mallory Austin CFO Brittan Enterprises Silver Avenue Topeka KS Dear Ms. Austin Congratulations on your recent award of government contract. Your announcement of your plans to hire new employees is being celebrated throughout the area. In the past when we contacted you you indicated that your organization was too small to need our services in designing and managing 401K plans and other investment opportunities. Now that your company is on track to triple in size within the next year we believe you would benefit substantially from our advice and services. We'd love to help you grow and secure better future for your employees and your organization. Please review the pages in this proposal and then call to set up an appointment where we can show you what we can do for Brittan Enterprises and answer all your questions. Sincerely

Bruce Cho New Accounts Manager QKM Financial Brokerage Elm Street Center Suite Kansas City MO 555 555 5555 ext. QKM Financial Brokerage Elm Street Center Suite Kansas City MO PH 555 555 5555 FX 555 555 5556 www.QKMFinancial.com Investment Management Services August 20xx Prepared for. Mallory Austin CFO Prepared by. Bruce Cho New Accounts Manager Financial plans and investment services are our specialty. Now that your company is on track to triple in size within the next year we believe you would benefit substantially from our advice and services. Proposal Number. 103 QKM Financial Brokerage offers the following management and investment services to your company. We are experts in designing implementing and overseeing customized plans for small businesses.

. 401K Plans . Profit Sharing Plans . Investment Advice to Your Company . Investment Advice to Your Individual Employees . Stock Option Plans . Death Benefits

. Executive Retirement Plans . Assistance in Securing and Managing Business Loans Why use QKM Financial Brokerage instead of managing your own employee plans or hiring one of our competitors. . We save you research time. Financial plans and investment services are our specialty. We work with wide variety of banks and investment firms. We stay current on all offerings and can easily recognize any warning signs that indicate necessary switch in direction. . We are independent. We are in daily contact with many organizations but we have no special arrangements to sell the products or services of any one organization. This independence allows us to fairly compare products and offer you the ones that best fit your circumstances. . Our success depends on your success. We charge only small percentage of total investments. Thus our income is dependent on delivering continuing success for you and your employees.

and so on...

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The complete Investment and Brokerage Services Sample Proposal - with the actual formatting, layout and graphics - is available in the retail Proposal Pack.

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Investment and Brokerage Services Sample Proposal


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This 'flip-book' sample is for illustration purposes only. The actual sample is delivered in the retail products as an Adobe Acrobat PDF document.

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Read this article for more ideas on how to write this type of proposal: How to Write a Financial Services Business Proposal

Using Proposal Pack, you can write your own custom investment and brokerage services proposal tailored specifically to your needs. Use this sample as a model: the pages are completely customizable, so you can add your own text and logo. To change the look, just choose a different Proposal Pack design - this investment and brokerage services proposal sample is included in all Proposal Packs. You can also expand on this sample by adding more topics from the Proposal Pack.

Product name: Business Proposal TemplatesProposal Pack Financial #2

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Business Proposal Templates

The Investment and Brokerage Services Sample Proposal is an example of a proposal using Proposal Pack to pitch investing and brokerage services to another business.

This is a good example to follow for anyone selling financial services.

Sample Business Proposal
Length of Sample: 7 Pages

There are hundreds of proposal topics to choose from in Proposal Pack. This sample uses the following set of Proposal Pack topics: Cover Letter, Title Page, Clients Served, Benefits, About Us, Services Provided, Testimonials.

Business Proposal Templates
There are 165 complete sample proposals (including this one) in Proposal Pack. The following related samples are also included in Proposal Pack:
Business Proposal Templates
This sample illustrates how to write the following types of proposals:
Business Proposal Templates
This sample was created with Business Proposal TemplatesProposal Pack Financial #2

Out of the over 250 Proposal Graphics Packs available, these designs are also popular for this type of proposal (and this sample proposal is also included in every Proposal Graphics Pack):
Business Proposal TemplatesProposal Pack Financial #1
Business Proposal TemplatesProposal Pack Financial #3
Business Proposal Templates

The Investment and Brokerage Services Sample Proposal is an example of a proposal using Proposal Pack to pitch investing and brokerage services to another business.

This is a good example to follow for anyone selling financial services.

Anyone selling financial services.

Sample Proposal Document Investment and Brokerage Services Sample Proposal

Sample business proposals are completed proposal examples you can use as a guide when writing your own unique business proposal. Sample business proposals illustrate how a collection of proposal templates from one Proposal Pack design was assembled together into a framework and the details filled in to complete the proposal. The Wizard proposal software includes this sample proposal as one of its business situations you can auto-create your own proposal from.

Ian Lauder has been helping businesses write their proposals and contracts for almost two decades. Ian is the Owner and Founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.

Proposal Kit Produced
By Ian Lauder

Investment and Brokerage Services Sample Proposal

August 20xx Mallory Austin CFO Brittan Enterprises Silver Avenue Topeka KS Dear Ms. Austin Congratulations on your recent award of government contract. Your announcement of your plans to hire new employees is being celebrated throughout the area. In the past when we contacted you you indicated that your organization was too small to need our services in designing and managing 401K plans and other investment opportunities. Now that your company is on track to triple in size within the next year we believe you would benefit substantially from our advice and services. We'd love to help you grow and secure better future for your employees and your organization. Please review the pages in this proposal and then call to set up an appointment where we can show you what we can do for Brittan Enterprises and answer all your questions. Sincerely

Bruce Cho New Accounts Manager QKM Financial Brokerage Elm Street Center Suite Kansas City MO 555 555 5555 ext. QKM Financial Brokerage Elm Street Center Suite Kansas City MO PH 555 555 5555 FX 555 555 5556 www.QKMFinancial.com Investment Management Services August 20xx Prepared for. Mallory Austin CFO Prepared by. Bruce Cho New Accounts Manager Financial plans and investment services are our specialty. Now that your company is on track to triple in size within the next year we believe you would benefit substantially from our advice and services. Proposal Number. 103 QKM Financial Brokerage offers the following management and investment services to your company. We are experts in designing implementing and overseeing customized plans for small businesses.

. 401K Plans . Profit Sharing Plans . Investment Advice to Your Company . Investment Advice to Your Individual Employees . Stock Option Plans . Death Benefits

. Executive Retirement Plans . Assistance in Securing and Managing Business Loans Why use QKM Financial Brokerage instead of managing your own employee plans or hiring one of our competitors. . We save you research time. Financial plans and investment services are our specialty. We work with wide variety of banks and investment firms. We stay current on all offerings and can easily recognize any warning signs that indicate necessary switch in direction. . We are independent. We are in daily contact with many organizations but we have no special arrangements to sell the products or services of any one organization. This independence allows us to fairly compare products and offer you the ones that best fit your circumstances. . Our success depends on your success. We charge only small percentage of total investments. Thus our income is dependent on delivering continuing success for you and your employees.

. Our managers take care of the paperwork. The managers of small companies have better things to do than calculate tax implications give investment advice and distribute checks to employees. Our accountants deliver clear monthly statements to all account owners. Before any distributions are made recipients must sign an affidavit indicating they were informed of possible tax consequences. All statements to clients are accompanied by appropriate tax filing information to protect all parties involved. . We constantly monitor the investment environment. You watch over your business and we'll watch over your investments notifying you when adjustments are needed. With QKM on your side you'll never be surprised by 'sudden downturn' in the economic climate. In short QKM is your partner in planning and securing the financial future of your business and your workforce. Below is list of some of the most important clients served by QKM Financial Brokerage. . Coel Applications Inc. We manage the 401K and executive retirement plans for this software company of employees. . Johnson County Machinists Union QKM assists this organization in managing and investing its pension funds and offers individual investment opportunities to its members. . MacQuade Manufacturing We designed and implemented profit sharing plan and 401K plan for this manufacturing company which employs people. We were also instrumental in securing short term loan that allowed the company to double its operations.

QKM understands small businesses. Whatever your financial needs are we can help you find the right path to secure future. The following are testimonials from some of our clients. QKM is dedicated to customer service and producing high quality work that meets the needs of our clients. For more success stories see our website testimonial page at. http. www.QKMFinancial.com testimonials . Larry Watson Electrician "I've never been big believer in investment brokers but QKM quadrupled the value of my retirement fund over the course of ten years. You can trust their advice." www.eulocal92.org . Elisabeth Post VP Human Resources

"We couldn't be happier with the way QKM manages our 401K and executive compensation plans." www.draggendistributors.com . Suzette Marchant Retired Line Worker "QKM manages my pension plan. Unlike other plans that have been in the news recently our funds have always been secure and steadily growing. know that can count on my pension check for the rest of my life." www.boztekindustries.com QKM Financial Brokerage began in as Quiller Financial Services sole proprietorship run by Carl Quiller who started the company after years of service in large Wall Street firm. At that time Carl wanted to ensure that small and medium sized companies had access to the same investment opportunities as the giant corporations. This is still our mission today although we've more than tripled in size with the addition of partners Jeremy Kilstad and Judith Melendez as well as dedicated staff members. We specialize in designing and implementing retirement and investment plans that suit the needs of small to medium sized organizations. We serve clients with staffs or members ranging in size from two to employees.

In the past many of the best opportunities were offered only to the biggest organizations with large amounts of capital to invest. By combining multiple client accounts into one pool QKM is often able to offer these premium opportunities to our smaller clients. Although we work with many banks and brokerages we are subservient to none. We are proud of our independent status which allows us to select the very best options for our clients. QKM Financial Brokerage is located in Kansas City Missouri. You can always reach us at. QKM Financial Brokerage 145 Elm Street Center Suite

Kansas City MO Phone. 555 555 5555 Fax. 555 555 5556 E Mail. info@QKMFinancial.com URL. www.QKMFinancial.com

How do you write a Benefits document? (template originally used to create this sample)

Company name will realize the following benefits provided by this project. Insert benefit #1 Insert description here and what it will do for the client save time money etc. Insert description of how you will achieve this benefit and factual proof to back it up Insert benefit #2 Insert description here and what it will do for the client save time money etc. Insert description of how you will achieve this benefit and factual proof to back it up

Insert benefit #3 Insert description here and what it will do for the client save time money etc. Insert description of how you will achieve this benefit and factual proof to back it up Insert benefit #4 Insert description here and what it will do for the client save time money etc. Insert description of how you will achieve this benefit and factual proof to back it up Insert benefit #5 Insert description here and what it will do for the client save time money etc. Insert description of how you will achieve this benefit and factual proof to back it up Insert benefit #6 Insert description here and what it will do for the client save time money etc. Insert description of how you will achieve this benefit and factual proof to back it up Insert brief summary of the benefits client will receive here

How do you write a About Us document? (template originally used to create this sample)

Insert information about your company history here. Insert your mission statement here. Insert your unique selling proposition here. Insert significant industry developments accomplished by your company here. Insert information about your production capabilities equipment used and production capacity here.

Company name was founded in insert date here and employs insert employee count here people. Company name is headquartered in insert headquarters location here and has offices in insert additional locations here Products Insert information about your products here. Services Insert information about your services here. How to Contact Company name If you need to contact us for any reason you can reach us at. Company name Address

Address City State or province Zip or postal code Country Phone. Phone number Fax. Fax number E Mail. mail URL. Web site domain URL Client contact. Insert team members name here. Insert team members title here.

Phone. Insert team members phone number here. Fax. Insert team members fax number here. E mail. Insert team members mail address here.

How to write my Clients Served document (template originally used to create this sample)

Below is list of some of the most important clients served by Company name. Client #1 Describe importance of this client. Client #2 Describe importance of this client. Client #3 Describe importance of this client.

The Clients Served template is used to describe your prospects current customer base. Use this template to demonstrate your understanding of the types of customers your prospect is currently dealing with and their importance to your client. Describe how your proposed project fits with the needs of your clients current customer base.

A Document from Proposal Pack

The complete Investment and Brokerage Services Sample Proposal - with the actual formatting, layout and graphics - is available in the retail Proposal Pack.

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