• Begin by setting the stage for prospects, managing their expectations for a productive conversation.
• Explain that Asset-Map is a visual representation of their financial situation, which streamlines the financial planning process and helps in continuously clarifying their financial position and progress.
• Use a demographically similar example Asset-Map to demonstrate its value and how it can reveal key insights about a household's financial condition.
• Emphasize that Asset-Map facilitates important financial conversations by uncovering unknowns, risks, and opportunities.
• Practice positioning conversations to become more comfortable with explaining the benefits of Asset-Map to prospects.

Tags: training, train, workshop, team, meeting, asset-map, prospect, fact finding

4/2024