9min chapter

Financial Advisor Success cover image

Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm With Eric Wulff

Financial Advisor Success

CHAPTER

Structured Financial Planning Engagement

This chapter explores the systematic approach to client meetings in financial planning, focusing on data collection, review processes, and client feedback integration. It outlines the different types of meetings, such as discovery and delivery sessions, while emphasizing the importance of transparency and client engagement throughout the planning process. Additionally, the chapter discusses strategies for converting prospects into committed clients, highlighting how to evaluate their readiness for detailed financial planning.

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