Category: Getting Started

With nearly a hundred resources developed so far, members often ask us which resources are most popular.  While we see certain resources become popular during specific periods of time (like our checklist that covers end of year planning issues), we…

To help you more fully incorporate checklists and flowcharts into your practice, we’ve outlined many different strategies to consider. This new guide, “How To Use These Checklists & Flowcharts,” will step you – and your team – through various methods…

There are a multitude of planning opportunities for clients who are in the process of retiring. But there are also lots of planning opportunities that should be considered for clients that have been retired for some time. Many of those…

One step to making a good first impression with a prospective client involves asking important questions. Some advisors think of their first meeting with a prospective client as a blank canvas of opportunity and chances are, the prospective client is…

We have put together the following curated list of checklists and flowcharts that many other advisors first started using when they became members.  And if you missed it, click here for ideas on how to implement checklists and flowcharts. Popular Checklists and…

After you’ve become a member, it’s time to start using these in your business.  Below are five ways you can start to incorporate the checklists and flowcharts into your business.   Assist in the decision-making process when formulating a recommendation:  One…