Download the visual guide we discuss in this episode so you can introduce financial planning to your existing clients.
Step 1: Join the free EAN Community (or log in if you already have an account)
Step 2: Visit the Free Community Forum to get your free PDF
Join the Community:
https://community.eadvisornetwork.com/join?invitation_token=af799727a3d8b40734f638331c43d1b33dbeb49c-fb8f31ad-41e8-413e-a3dd-225192ca2f44)
Access the downloadable free visual guide:
https://community.eadvisornetwork.com/c/community-forum/discover-the-financial-planning-resource-from-ean-podcast-episode-171)
There are six ways to introduce planning to existing clients. You will use multiple ways as you move clients toward planning.
- Plant the seed
- Reference regularly
- Make it inevitable
- Don’t assume for them
- Plans are never free
- Make it visual
