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Section 4 Resources:

  1. Which current clients or leads that didn’t become clients, come to mind when you think of people who would be a good fit for this new model?
  2. Who do you need to contact in your compliance department to let them know you’re going to start doing planning?
  3. How do you think moving to financial planning and consulting as your primary offering could change how you are perceived by your clients and your community? 
  4. What doubts do you still have to deal with in order to move full steam ahead on adding planning to your practice or increasing your rates for that planning? 
  5. What effect does the idea of leaning into this form of planning and consulting have on your level of excitement for the future of your practice?

Task: Review Overcoming Your Internal Objections & submit questions
  1. Overcoming Your Internal Objections
  2. Submit your questions about this module