Live Training June 2021: What Do Your Clients Want? - FP Advance

Live Training June 2021: What Do Your Clients Want?


Live Training Materials

Videos
What Do Your Clients Want?

Online Resources
What Do Your Clients Want? (PowerPoint)
How To Conduct A Top 5 Issues Analysis (PDF)
The Top 5 Issues For Various Clients Segments (PDF)
UYBP Service Packages – Business Owner Service (PowerPoint)
UYBP Service Packages – Business Owner Service (PDF)
UYBP Service Packages – Retiree Service (PowerPoint)
UYBP Service Packages – Retiree Service (PDF)
UYBP Service Packages – Executive Service (PowerPoint)
UYBP Service Packages – Executive Service (PDF)


Video: What Do Your Clients Want?


Online Resources

What Do Your Clients Want? (PowerPoint)
How To Conduct A Top 5 Issues Analysis (PDF)
The Top 5 Issues For Various Clients Segments (PDF)
UYBP Service Packages – Business Owner Service (PowerPoint)
UYBP Service Packages – Business Owner Service (PDF)
UYBP Service Packages – Retiree Service (PowerPoint)
UYBP Service Packages – Retiree Service (PDF)
UYBP Service Packages – Executive Service (PowerPoint)
UYBP Service Packages – Executive Service (PDF)


Recommended Reading

The Greatest Business Decisions Of All Time by Verne Harnish

If you’re looking for an interesting and easy read to get your creative juices flowing then this book is it. These big decisions are counterintuitive. They go against conventional wisdom. In hindsight, taking a different direction may seem easy, but these bet-the-company moves involve drama, doubt, and high tension. 

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