Helpful Questions Inside Select Stencils that Lead to Action

Successful advisors know that asking good questions helps clients commit to action faster than "presenting", "explaining", or "educating".

Written by Michael Schwabe
Updated over a week ago

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:

8/2020