Financial Planning Consultants

Counseling Process

Weather you are the fee-only or a fee and commission financial planner, insurance agent, CPA, or portfolio manager the process and procedure in your practice includes all or parts of this counseling process. The round “L” symbols represent letters - communication at the heart of building and cementing relationships. The Agendas, Notes, Objectives, Attitudes, Letters and other documents can all be produced by Practice Builder.

 

Ed Morrow's Counseling Process

 

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