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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".

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 3 years ago

We've front-loaded our Gen-X, Millennial and Baby Boomer Stencils with great questions in the Notes tabs of financials, that advisors can use in their client or prospect interactions.  Simply click and ask.

It's a great way to ensure that you're asking good questions during your next meeting that help clients take action.

Use them or remove them as you see fit. Here's where you'll find them:

  1. Apply the desired stencil

  2. Click on a financial to edit

  3. Click the Notes tab to view, edit, answer, remove

  4. View and edit all of the pre-loaded notes from the household's Notes page

11/2021

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