app.gopitcrew.com / skills / prospects-and-proposals
Step 1 / 4
Reading the statements
Sent by the prospect: Chen household
Brokerage statement
14 pages
Queued
401(k) statement
6 pages
Queued
Annuity contract summary
3 pages
Queued
0 / 23
0%
Step 2 / 4
Listing the holdings
Each line links to the page it came from
S&P 500 index fund
Brokerage · page 3
$412,300
Growth stock fund
401(k) · page 2
$186,900
11 single stocks
Brokerage · pages 6 to 7
$148,200
Large gains
Corporate bond fund
Brokerage · page 5
$95,400
Cash
Brokerage · page 3
$38,600
Variable annuity
IRA · contract page 1
not priced
Needs a person
Step 3 / 4
Comparing to your model
Current mix against the Balanced growth model
Current
Proposed
US stocks
72%
50%
International stocks
4%
15%
Bonds
11%
30%
Cash
5%
5%
Annuity
8%
0%
Annuity left out of the proposal
Surrender terms need the advisor
Flagged
Step 4 / 4
The advisor reviews
Checks and finalizes the proposal
Draft proposal · Chen household · 9 pages
Waiting for Mike Sullivan
Approve
4:05 PM
Holdings list saved, every line linked to its statement page
4:05 PM
2 items noted for the meeting: single-stock gains, annuity terms
4:05 PM
Not sent to the prospect: the advisor presents it