Perhaps one of the most integral steps of the Asset-Map process is the ability to effectively use the Asset-Map Report in your meeting with a client or prospect.
The Asset-Map Report, which visually reveals a family's financial picture, should be used not just as a way to "get on the same page" as clients, but also as the impetus for important conversations.
The Asset-Map Team has developed a 1-page, best practice which suggests some of the "RIGHT" questions to ask when discuss the Asset-Map Report with a client or prospect. It is by asking these questions that an advisor is able to uncover unknowns, risks, and opportunities.
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