This Business Complete Client Files Library can be used to help clients mange risk, build their wealth and identify their financial priorities.
Opening Meeting
- Know Your Client Worksheet Pre-Meeting | Know Your Client Worksheet Pre-Meeting - Fillable
- The Simple Converstaion for Business Owners | The Simple Converstaion for Business Owners - Fillable
- Business Needs
Fact Finding Discovery
- Fact Finding Questionnaire | Fact Finding Questionnaire - Fillable
- Business Planning Documents
- Authorization Document (for the creation of client files) | Authorization Document (for the creation of client files) - Fillable
Closing Presentation
Table of Contents
Session One:
Session Two:
Session Three:
Session Four:
Session Five:
Session Six:
Session Seven:
Session Eight:
Session Nine:
Session Ten: