Lifetime Client Relationships Generate Endless Opportunities for Advisors   

The plans you create for your clients affect far more than their finances, they strengthen your client relationships. That’s the belief held in our Plan it Forward philosophy.

In this eBook, we show you how to maximize the effectiveness of your advice to serve your clients’ needs at four major stages of their financial lifecycle:
  1. Accumulating Wealth

  2. Navigating Needs and Goals

  3. Retiring with Confidence

  4. Leaving a Legacy



What’s Included in the eBook:

Client Profiles

Your clients have different financial priorities at different stages of life. Know how to make more meaningful financial discussions.

Topics to Avoid

You have financial knowledge in spades. But some topics are best saved for another day.

The Role of Technology

Technology can give your expertise added support. We recommend the tech tools to help you deliver your best service.