During your next meeting, here's how you can ensure that you're asking good questions that help clients take action.  Simply click...and ask.

We've front-loaded GenX, Young Family and Baby Boomer Stencils with great questions in the Notes tabs of financials, that advisors can use in their client or prospect interactions.

Ex: Retirement Notes in the GenX Stencil:

Ex: Pension, LTC and Retirement Notes in the Baby Boomer Stencil:


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