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The Quarterly Market Summary (QMS) that Fritz Meyer and Andrew Gluck create collaboratively reviews market and economic news of the past quarter, 12 months, and five years. The difference between this and the $600 a year version of Fritz’s slides is that QMS gives you a script and multiple short presentations. Originally created as a companion to quarterly performance statements, advisors use QMS in client meetings as well as webinars and seminars. You can also use QMS to create blog posts and newsletter articles.  Click for more info.

Requires one year commitment.
$200 per quarter.

Company Info

333 Jericho Tpke

Suite 119

Jericho, NY 11753

Phone: (888) 274-5755

Direct: (516) 333-0066

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