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:
12/2019