Asset-Map

An easy to follow script for talking prospects through the Asset-Map Fact-Finding process.

Script: Introduction to Prospects

Find unknowns, risks, and opportunities on an Asset-Map Report.

Asset-Map Report Review - Ask the Right Questions

Don't wait to engage your clients. They expect more.

Five Proactive Advisor Conversations that Clients Appreciate

Prompts and questions to enhance your client meeting using Signals

Have a Great Conversation with Signals™

Strategies to show your worth to Corporate entities

Engage Corporate Benefits Clients

Michael Schwabe

Scripts & Talking Points

On-demand Learning for Financial Planners

US Phone: (888) 664-8850

sales@asset-map.com

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