| Differences | Traditional Investing Banks, Brokerage Firms | Counter Investing RNB Group |
|---|---|---|
| Cost | Complex Multiple Costs | Cost Effective |
| Format | Closed Architecture Approach, passive | Open Architecture Portfolio, Alternative |
| Design | Standardized format | Counterintuitive, Customized |
| Execution | Generic Materials, charts | Specific, ongoing review |
| Senior Executive Participation | Sales Representative | CEO |
| Specific Action Steps | Initial sales action, reactive | Strategic plan, proactive |
| Follow-up | Infrequent | Regular communication |
| Typical Timeframe | Account results based on long term outlook | Active from First Day |