Increasingly, adult children are managing a whole host of concerns on behalf of their parents.
As the trusted advisor, you are in a position to lead families through conversations and decision-making that can identify important actions and relieve some stress. Use this bundle as the just-right mix of topical questions that are important to families. Every time your client answers YES to any question in the checklists below, you’ll help uncover a new way to add value to the client relationship.
fpPathfinder members: Click the image below and download the bundle, which has links to the checklists, to your desktop. You’ll be organized when you reach out to your clients and ready for any unexpected, inbound inquiry that comes your way.
Not a member yet, but want to be? We can help you with that! You can go straight to Become A Member, review the options, and choose the membership level that moves you closer to your goals. Sometimes a live demonstration is more helpful than reading the screen. If that’s the case, schedule your live demonstration and get all of your questions answered in real time.