171 How to position Financial Planning as a service to current and future clients

Download the visual guide we discuss in this episode so you can introduce financial planning to your existing clients. 

Step 1: Join the free EAN Community (or log in if you already have an account)

Step 2: Visit the Free Community Forum to get your free PDF

Join the Community: 

https://community.eadvisornetwork.com/join?invitation_token=af799727a3d8b40734f638331c43d1b33dbeb49c-fb8f31ad-41e8-413e-a3dd-225192ca2f44

Access the downloadable free visual guide:

https://community.eadvisornetwork.com/c/community-forum/discover-the-financial-planning-resource-from-ean-podcast-episode-171

There are six ways to introduce planning to existing clients. You will use multiple ways as you move clients toward planning.

1. Plant the seed
2. Reference regularly
3. Make it inevitable 
4. Don’t assume for them
5. Plans are never free
6. Make it visual