Financial Advisor Color Copies · 11x17 · 100lb Gloss Cover

Tabloid 11x17 pages give allocation chart rows, risk score tables, and quarterly review checklist fields room without shrinking rebalance labels advisors misread during annual planning review sessions. Paraplanners often compare two drawdown scenarios side by side on gloss tabloid sheets beside printed IPS packets. Letter trim feels cramped for full portfolio snapshots, but tabloid size supports clearer client review room detail.

Yes. 250 copies on 100lb gloss cover supports one branch seminar season, client review kits, and replacement sets through peak year-end tax planning months. There is no minimum, so you can reorder when one SEC disclosure note changes. Upload separate PDFs per service tier and approve allocation label clarity on proof before your first quarterly review morning.

Free Design Setup can widen drift columns, add contrast bands for fee disclosure rows, and enlarge account tiers so paraplanners scan portfolio grids fast during short compliance callback windows. Send vector PDFs when possible. Flag any regulatory disclaimer your firm counsel requires on every poster. We proof dense allocation tables before your financial advisor run prints.

100lb gloss cover helps allocation pies, risk score headers, and fee tables pop under client review room lighting where matte tabloid can look dull beside dense SEC disclosure excerpts. Gloss also feels deliberate in folders advisors hand across seminar tables before signature moments. Note writable margin rows in comments if you want blank client note zones on proof.

Yes. Allocation bands on the front and beneficiary update rows on the back keep one gloss tabloid sheet in the client folder through estate review week. Keep advisor direct line on the front if pages might separate during branch binder swaps. We align both sides on proof so account IDs and review quarter codes match.

Upload the revised PDF for quarterly review prompts only and run a short reorder. No minimum helps when one tax-loss flag changes but portfolio posters and risk tolerance refs stay valid for the same planning quarter. Date the footer so paraplanners swap stacks before seminar weekends and compliance audit weeks.

Rush and express options show on the calculator when capacity allows. Upload compliance-approved chart art early, approve proof the same day, and pick the fastest ship option your seminar date allows. Enter branch office zip at checkout for transit separate from print days before review room setup night.