There is a distinction between a financial plan and financial planning. A financial plan for a client is essential, but it’s proprietary and is being increasingly commoditized. With any material change in my life - a critical life event – it will render that plan obsolete. Financial planning is not fixed and transactional. It’s fluid and dynamic. You can’t outgrow it. Clients grow into it, especially when it comes to continuity and succession.
Pareto Systems’ Total Client Engagement Process will help you retain and attract top clients. Click here to learn more about the process: www.paretosystems.com/total-client-engagement