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
- Five essential aspects of financial planning
- Minimizing the risk of your clients getting stuck in the most difficult phase
- Developing a consistent process for all your clients
- Implementing the plans you design for your client
Video
Handout
The Five Phase Stewardship Planning Process (SPP 400)