MMC Step 4: the holistic planning process

Published August 25th, 2016 in News, Updates and Announcements | No Comments »

Clarity 2 Prosperity – the holistic planning process continues to provide the essential training and processes needed to be a successful holistic advisor. We share the latest innovations and developments as Jeff Warnkin and Jason Smith present updates to Step 4 of our signature planning process. This step provides the comprehensive outline to delivering continual services and support to your clients. Learn how to:

  • Effectively run your annual review process and the tools that have been created to support it
  • Reposition RMDs and use “The Perfect Storm” materials to identify new sales opportunities
  • Build relationships with your clients through ongoing communication and appreciation events
  • And more!