Helping a Family Evaluate Where They Are in Their Planning (SPP 500)
Learning to Ask Critical Mental Angle Questions Have you ever talked to a potential client and been blown off with comments like: “Oh, we already have that taken care of” or “We already have an advisor who does that for us”? You know that you have 10 seconds to come up with a compelling response […]
The Five Phase Stewardship Planning Process (SPP 400)
Avoiding the Quicksand of Implementation A comprehensive stewardship planning process must address all five aspects of planning. The right emphasis on each aspect is critical to ensure the plan designed for clients is implemented effectively. In this class, we discuss the “quicksand” of implementation and how to avoid losing your clients in it. Topics Video […]