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Concurrent Session Onsite and Online

PFP2317. Financial Planning Process: Initial Plan, Ongoing Monitoring, Deliverables

If you are financial planner working with families and executives with net worth from $2MM - $10MM, this is the session for you. Participants will gain a better understanding of the types and frequency of communication, actionable deliverables to keep the process moving forward and how to effectively monitor the progress with your client. Software utilized in this process and strategies created by the presenter will give you immediate solutions to help your business grow and your clients gain more benefit from the financial planning process.

Learning Objectives:

  • To gain understanding in the process of consistent communication and a collaborative planning process that helps clients achieve their desired results.
  • Participants will benefit from a unique process developed by the presenter and his team that effectively uses the planner's time more efficiently.
CPE Credits
NASBA Field of Study
Specialized Knowledge
3-4 years in the Profession
Advanced Preparation
Session Tags