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FinPlan - A Financial Planning Presentation

Do you have a professional method for conveying the need for planning and explaining your services to a prospective client?

If asked to speak to an employer or a civic organization about financial planning are you prepared to do so at a moment's notice, using colorful visual aids customized for your firm?

If the answer to the above is "No" or "Almost" then you need FinPlan.

Key Benefits of FinPlan:

  • It explains why persons need a financial plan
  • It tells them What a financial plan should contain
  • It goes through each Step in the Process of planning
  • It clearly conveys the Benefits derived from financial planning
  • It enhances and demonstrates your Professionalism
  • It starts the client Trust building process

 

FinPlan Features:

  • Contains 80 colorful slides to convey your message
  • The opening and closing slides are already customized for your firm
  • Comes with a complete editing guide, editing requires Microsoft PowerPoint software
  • Complete Presentation Guide with a full script
  • Complete Marketing Guide with powerful techniques on how to close the engagement
  • Comes with viewer, so you can use FinPlan even if you don't have PowerPoint
  • Financial Counseling Flow Chart, presentation agendas and letters
  • Agendas for presentations to individuals and groups

Pricing:
The Program, Marketing Guide and Presentation Guide: $ 395

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