20-Minute Practice Boosters are free to our Basic and Premium members and are automatically sent out on a weekly basis to them.
Key takeaways/value for this practice tool –
- The Financial Health Scorecard is a subjective questionnaire that makes obvious the need for comprehensive financial planning
- Clients and prospects who complete the scorecard become very receptive to the need for comprehensive financial planning
- Most importantly, it is not the advisor who is “selling” the need; it is the client or prospect internally “revealing” the need
(Purchase of this product will include the video presentation, the audio presentation, a pdf copy of the presentation, and a pdf copy of the Practice Booster tool.)
Presented by John Jenkins, AEP®, CFP®, Certified Financial Fiduciary®, Asset Preservation Strategies