Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.
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The start of the year is a great time for a financial check-up. In addition to reflecting back on the prior year, clients may be particularly motivated in January to consider making financial resolutions for the future. You are uniquely positioned to help clients review their circumstances and goals and to guide them toward impactful improvements.
To help frame your conversations with clients who are looking to make a fresh start this year, we have created this checklist. It covers fundamental considerations, including:
Click here for a client-facing email template.