Elevating Your Goals-Based Planning

The program aims to hone Financial Advisors' client interaction skills, particularly focusing on discovery conversations that lead to retirement plan recommendations through a financial planning tool. Designed for advisors targeting clients seeking financial security and retirement planning, the program employs interactive exercises for practical skill application.

Areas of Study:

• Client Needs Assessment: Teach advisors how to determine their clients' needs regarding Lifestyle, Longevity, Liquidity, and Legacy.
• The Importance of Advisors: Explain why investors need professional help in managing their finances.
• Successful Onboarding: Identify and demonstrate the best practices for onboarding new clients effectively.
• Planning and Investment Processes: Train advisors to describe the planning and investment management processes using simple and succinct terminology, supplemented by illustrations.
• Pre-Qualifying Calls: Instruct advisors on how to conduct a pre-qualifying telephone call and set appropriate expectations for the client.
• Discovery Meetings: Equip advisors with the skills needed to conduct an effective discovery meeting and obtain the required information from clients.
• Financial Goal Plan Creation: Teach advisors how to present a Financial Goal Plan, including relevant insurance and investment recommendations.
• Client Review: Educate advisors on how to conduct a thorough client review of a Financial Goal Plan.