How Can I Take My Existing Client Relationships...

As long as your clients are worried about their finances, it is difficult for you to take your relationship to the next level. The Toolkit will show you how to quickly get your client relationships to the next level by:• Proving to them that they have enough money,

• Showing them where their focus needs to be,

• Helping them see visually where they are in EVERY AREA of their financial life, and

• Ensuring that they understand the plan and the contingency plan for EVERY AREA of their financial life. 

We’ll show you how to help them RELAX about their money and really ENJOY the money they have without the worry of running out. We’ll show you how to enhance the quality of their lives by getting them to focus on the things in life that are more important than money. We’ll show you how to deepen their trust in you in EVERY MEETING by visually demonstrating the progress they are making toward their goals. 

As you go through our 143 checkpoints with them each year, they will see and know that you are doing a better job for them than any other advisor could. They will quickly come to realize that they have found an advisor who has their best interests in mind and is focused on helping them achieve each of their financial and personal goals.

Trust with clients is built by doing what you say you are going to do. Our system will ensure that you do everything you commit to…and more. As their trust in you deepens, you will see that they will automatically start to refer other to you, growing your practice as a natural outcome of your deepening trust.

Offer: If you want to take your client relationships to a significantly higher level, click on “The Raw Truth About Referrals”