This is a unique system for financial advisors and insurance specialists to begin the planning process with potential clients. It is also part of the sales process to secure a new client showing that the advisor sees the client as an individual and will work diligently to assist the client to achieve the experiences in life that matter to them. It begins with "What experiences in life would you like to have". The advisor states it is not just about facts and figures and spreadsheets. It's about the life of the client.
FORMALIZED
on 18 Sep 2024
EXPERIENCEFIRSTPLANNING
RANDY DUMONT
2350251 · 18 Sep 2024
035
Class 035
Advertising, Business & Retail Services
This is a unique system for financial advisors and insurance specialists to begin the planning process with potential clients. It is also part of the sales process to secure a new client showing that the advisor sees the client as an individual and will work diligently to assist the client to achieve the experiences in life that matter to them. It begins with "What experiences in life would you like to have". The advisor states it is not just about facts and figures and spreadsheets. It's about the life of the client.
This is a unique system for financial advisors and insurance specialis...
