The 12 Point Financial Health Check

Hey, we’ve just been talking on the Personal Finance Society webinar
called Future Proof Your Client Review Process.

GET YOUR DOWNLOAD NOW

The 12 Point Financial Health Check

Hey, we’ve just been talking on the Personal Finance Society webinar
called Future Proof Your Client Review Process.

I hope it’s got you thinking about what makes your review service really work for your clients. 

You’re here because you want the freebie. Everyone loves a freebie. (Me too!)

Checklist FP Advance

Simplifying things adds value to both you and your clients. And that’s what this simple tool, The 12 Point Financial Health Check will do; simplify everything at review time. 

Using a simple, yet powerful and repeatable process lets you spend most of your review meetings showing the client that everything is going to be alright and politely reminding them what you’ve done for them lately. 

And remember, these were the two key things that every adviser must do at review time. 

In a minute I’m going to ask you for your email address and first name so I can send you The 12 Point Financial Health Check.

Checklist FP Advance

Simplifying things adds value to both you and your clients. And that’s what this simple tool, The 12 Point Financial Health Check will do; simplify everything at review time. 

Using a simple, yet powerful and repeatable process lets you spend most of your review meetings showing the client that everything is going to be alright and politely reminding them what you’ve done for them lately. 

And remember, these were the two key things that every adviser must do at review time. 

In a minute I’m going to ask you for your email address and first name so I can send you The 12 Point Financial Health Check.

I’d also love it if you joined my email list. I write the ONLY newsletter the UK’s leading financial planners read every week. I email once per week as a rule and I provide amazing content for adviser owners who want to improve their business. It’s just one great idea after another. Some advisers have been on my newsletter list for 10 years (so it’s gotta be good, right?).

I never sell your information to anyone else. Never, ever! (But you knew that. I’m straight up and down).

Obviously, you can unsubscribe from my newsletter at any time, although I don’t think you’ll want to.

Here are a couple of links to past newsletters that you might enjoy, just to show you the quality:

Brett Davidson FP Advance
Brett Davidson FP Advance

I’d also love it if you joined my email list. I write the ONLY newsletter the UK’s leading financial planners read every week. I email once per week as a rule and I provide amazing content for adviser owners who want to improve their business. It’s just one great idea after another. Some advisers have been on my newsletter list for 10 years (so it’s gotta be good, right?).

I never sell your information to anyone else. Never, ever! (But you knew that. I’m straight up and down).

Obviously, you can unsubscribe from my newsletter at any time, although I don’t think you’ll want to.

Here are a couple of links to past newsletters that you might enjoy, just to show you the quality:

Ok, here we go.

I would love to receive Brett’s amazing business building tips direct to my inbox every week, knowing full well that if they're rubbish, I can unsubscribe at the click of a button.

Give me the free download AND sign me up to the only newsletter the UK's leading financial planners read every week
Give me the free download only please (you can donate my newsletter subscription to someone who needs it more than I do)

Ok, here we go.

I would love to receive Brett’s amazing business building tips direct to my inbox every week, knowing full well that if they're rubbish, I can unsubscribe at the click of a button.