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!