volume 2
sales ideas
Helpful GSAM marketing collateral to support the Sales Ideas featured on this CD: 1. Best Practices Using Morningstar Instant X-Ray Andrew Lapsley, Goldman Sachs Regional Director Selling Points: • Put Money in Motion • Get Your Top Clients Back to Balance
2. Helping Your Clients Prepare for a Healthy Retirement Joseph P. Lee, Vice President, Goldman Sachs Retirement Services Goldman Sachs Retirement Planning Guide
3. Differentiate Yourself by Providing the Service Plan Sponsors Need Michael Rosenberg, Vice President, Goldman Sachs Retirement Services Service Timeline and Due Diligence File
volume 2
sales ideas
4. Goldman Sachs: An Ocean of Opportunity Sean Ferguson, LeMoyne, PA Goldman Sachs Family of Funds
Family of Funds Brochure
5. Using the Clock Analogy to Uncover Your Clients’ Goals, Resources and Risk Ryan Garrett, South Boston, VA Selling Points: Managing Client Relationships–Are You Asking the Right Questions? • Lifestyle • Business Planning • Retirement • Estate Planning and Wealth Transfer
6. Positioning a Sale Using Goldman Sachs Asset Allocation Portfolios Donna Domian, Cape Girardeau, MO Asset Allocation Brochure Quarterly Investment Outlook Quarterly Fact Card
7. Balance vs. Risk: Focus on What You Can Control Doug Myers, Des Moines, WA Goldman Sachs Funds “Down and Across� the Edward Jones Investment Pyramid
Goldman Sachs Asset Allocation Portfolios Four portfolios that deliver comprehensive investment strategies in a single step
Aggressive Growth Strategy Growth Strategy Growth and Income Strategy Balanced Strategy
to the Edward Jones IRs who helped make this CD a success
For more information on these and other business-building sales ideas, contact your Goldman Sachs representative at 1-800-292-4726.
For Edward Jones use only. Not for distribution to clients or the general public. Instant X-RaySM is a registered tool from Morningstar Š 2002 Morningstar Inc. All Rights Reserved.
A prospectus for the Goldman Sachs Funds containing more complete information may be obtained from your investment representative or from Goldman, Sachs & Co. by calling 800-762-5035. Please consider a fund’s objectives, risks, and charges and expenses, and read the prospectus carefully before investing. The prospectus contains this and other information about the Fund. Goldman, Sachs & Co. is the distributor of the Goldman Sachs Funds. Copyright 2005 Goldman, Sachs & Co. All Rights Reserved. Date of First Use: August 25, 2005/05-1467/EJROADCD2/10K/08-05
1. Best Practices Using MorningstarÂŽ Instant X-RaySM Andrew Lapsley, Goldman Sachs Reginal Director 2. Helping Clients Prepare for a Healthy Retirement Joseph P. Lee, Vice President, Goldman Sachs Retirement Services 3. Differentiate Yourself by Providing the Service Plan Sponsors Need Michael Rosenberg, Vice President, Goldman Sachs Retirement Services
Sales Ideas from Edward Jones Investment Representatives 4. Goldman Sachs: An Ocean of Opportunity Sean Ferguson, LeMoyne, PA 5. Using the Clock Analogy to Uncover Your Clients’ Goals, Resources and Risk Ryan Garrett, South Boston, VA 6. Positioning a Sale Using Goldman Sachs Asset Allocation Portfolios Donna Domian, Cape Girardeau, MO 7. Balance vs. Risk: Focus on What You Can Control Doug Myers, Des Moines, WA