Personal financial planning is important to everyone, particularly for families where business and personal goals meet head-on. Balancing the needs associated with developing a business, building a retirement fund or financing a child's education can be a real juggling act.
In our world today, the financial intricacies that complicate our lives demand that consumers be educated in financial decision-making. There exists a delicate balancing act between present financial demands and longer-term goals - goals such as college education planning or retirement planning.
Many individuals are not capable of planning for their futures. They find ways to rationalize a new luxury car, a media room addition or perhaps some other expensive drain on their saving resources.
As an adviser, you must learn how to help your clients to understand the trade-offs associated with their present-day needs and wants versus meeting their long-range planning needs and wants.
This manual will help you to learn how to address these personal financial planning issues with your clients and prospects. The strategies taught in this text will help you to become the indispensable source of fiscal guidance in their financial lives, and allow them to rest easier knowing that you will lead them towards meeting their financial goals.
And bear in mind, satisfied clients typically become an excellent source for referrals!
Within 24 hours of placing your order, you will receive an email containing the manual in a convenient .pdf document for immediate download!