Скачать или смотреть Future Pace Relationships through Goals Based Planning

As a financial professional you must have a needs-based approach to diagnose unmet needs and get out in front of evolving needs as a client's life unfolds. There was a time this was enough, but today it's a minimum requirement.

The enlightened professional combines needs based planning with goals based planning. Understanding a client's aspirations and celebrating milestones and achievements and responding to critical life events will make you indispensable to your best clients.

Ensure your clients know that you don't just care about them, you care specifically about what they care about. Don’t rely on your memory, always have the most important client data at your fingertips.

Learn more at www.toolkitcrm.com

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