View
6.244
Download
0
Category
Tags:
Preview:
Citation preview
TAX
INVESTMENT
ESTATE
COMPREHENSIVE WEALTH PLANS:Helping Americans find their
roadmap to financial independence.
helping people make qualitativelybetter financial decisions
a track record of success
built for advancement
career-long professional development
the process
Licensing and Marketing
Interviews
Orientation Program
Career Path
IndustryExperience
CareerChange
COMPREHENSIVE
GOAL-BASED
WEALTH CONSULTATION
COMPREHENSIVE{ every financial decision affects everything else }
GOAL-BASED{ what’s the money for? }
WEALTH CONSULTATION{ moving from selecting products to making strategic decisions }
Affinity Groups
Professions
Life Stage
CLIENT DEVELOPMENT METHODS
Recommended