1. CLIC Client Recordings

a. CLIC Advisor, Overview

b. CLIC Advisor, Facts

c. CLIC Advisor, Facts (cont.)

d. CLIC Advisor, Planning

e. CLIC Client Training

2. DAR CLIC Advisor Guide

3. Cambridge Resources

a. Sample Fee Schedule

b. Pricing Model Examples

4. CLIC Advisor Material:

a. Capital Market Assumptions

b. FAQ

c. Migration Resource

d. Household Guide

5. CLIC Client:

a. Client Website Overview

b. Client Website Onboarding Guide

c. Client Website Security Brochure

d. Client Website FAQ

6. Sample Foundational Plan

7. Marketing

a. Investment Management Sell Sheet

b. Private Wealth Sell Sheet

c. Premier Sell Sheet

d. Subscription Services

e. Tier Breakdown

f. Financial Planning Process

g. Fee Complexity Grid

8. Outstanding

a. Data Taker