Clients hire advisors for their expertise, but that doesn’t mean advisors have complete autonomy to operate without a client’s buy-in. The ability to secure that buy-in through effective communication is among the most important skills an advisor can possess.
Adhesion Wealth’s proposal tool provides advisors with a clear, professional proposal document that makes it easier for clients and prospects to understand the value of what’s being recommended.
Proposal Quality Matters
The quality of the proposal you present to a client matters. But don’t be misled into thinking quality is just about the format of a document. The proposal is a tactical element of your communication strategy that can help organize conversations and drive success.
Clients are not investment experts and shouldn’t be expected to have a working knowledge of asset allocations, Sharpe ratios, standard deviations, and so on. Charts, graphs, tables, and explanatory text in your proposal can make recommendations easier to visualize and understand. And when it’s all packaged in the professionalism of a polished, advisor-branded document, the proposal has the added benefit of reflecting well on the advisor and reinforcing trust.
A Reimagined Proposal Experience … Not Just a Client Handout
The Adhesion Wealth proposal tool helps RIAs on our platform translate their best investment ideas into easily understood recommendations using an intuitive, onscreen experience that’s built to deliver speed and reliability.
Advisors can type in individual holdings or upload them all at once in a single step. If you want to show your clients how active tax management can help, you can add a Tax Management Services (TMS) proposal during the process, too.
The proposal tool is a great asset for both in-person and virtual meetings with clients. By turning the monitor toward the client or by screen sharing on a Zoom call, advisors can let the client watch (or even collaborate) as the portfolio is constructed. Advisors who make the portfolio construction process an interactive experience for clients report high levels of client engagement and adoption of recommended investment strategies.
Regardless of whether you involve the client in the proposal creation process, the proposal tool provides a client-friendly output document that looks and feels professional. If you’ve uploaded your logo to the platform, the final proposal can include your firm’s brand.
Part of Adhesion’s Commitment to Supporting RIA Success
Adhesion Wealth supports advisors with portfolio and communication tools that help them scale their business. The proposal tool is just one example of how the platform helps advisors move from investment strategy to client-ready presentation.
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8955302.1 | 05/2026 | EXP 06/30/2028