Proposal Generation Purpose Guide the end-to-end creation of investment proposals for wealth management and advisory firms. This skill covers the complete proposal workflow — from prospect data collection and risk profiling through model portfolio recommendation, fee illustration, performance projections, compliance review, and proposal delivery. It enables a user or agent to design, build, evaluate, or automate proposal generation systems that convert prospects into advisory clients while satisfying regulatory requirements for performance presentation, fee disclosure, and suitability documen…