The single most effective activity that promotes positive advisor interaction with clients has been the 10-minute Asset-Map® Report review.
It is during this facilitated conversation with clients using the Asset-Map framework that most client financial issues are uncovered and opportunities to add value are revealed.
Making sure that advisors complete a goal-based number of reviews per week has been shown to be instrumental in the long-term successful production (and retention), of a financial professional.
Download the tracker below to set and track a 3-month plan to achieve your desired weekly Asset-Map activity with clients and prospects.
Here is a working Keystone Habit tracker:
Tag: client tracker, calendar, meeting, clients