How’s my Financial Plan technique? Complex? Comprehensive? Confused?
Want to make sure your plans are up to the R.F.P. standard? This session will go over the essential components the reviewer is looking for in a comprehensive financial plan submitted to qualify for upgrade to R.F.P. It is designed to help associates – and even their mentors – review and revise a plan they have recently completed for a client with the goal of having the submission accepted on the first go round.
So dust off one of those old files and read it with fresh eyes…you’ll be amazed at your own ability to critique past performance.
Lenore will be happy to answer specific questions regarding complexity, content, and layout.