What do successful financial advisors consider a game changer when simplifying financial planning with their clients?
Attend this seminar to find out!
You'll hear from financial advisor firms that, combined, closed over $14 million in business last year using 3 easy-to-use tools.
These tools are proven, simplified, replicable, and effective ways you can bring on more assets.
Using these methods will allow you to:
- Visually familiarize clients with the sequence of returns risk.
- Explain asset allocation strategy in an easily understood manner.
- Proactively identify your client's preconceived notions about investment options before making recommendations.
- Be transparent with them on your compensation to remain DOL compliant.
- Incorporate all assets into one comprehensive, cohesive, holistic plan.
- Set your clients' minds at ease during volatile markets.
And because these tools are easily replicable, your whole team can use the same process, making your life a bit easier!