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18. Procedure:
Meetings
18.1 - What Happens at a Client Meeting or Teleconference
18.2 - What Happens after a Client Meeting or Teleconference
Fact-Finding and Documentation (Adviser Version)
18.3 - Fact-Finding and Documentation Procedure
Complete Succession Plan Procedure (Client Version)
18.4 -Complete Succession Plan Procedure
Client Presentation Script
18.5 - Sample "One Page, One Policy Succession Plan" Client Presentation
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Adviser Tip
The One Page Strategy is designed to help you simplify Succession Planning.
It helps you understand your needs, it helps you quantify them, it helps you cost them, and it helps you prioritise them.
See more Adviser Tips

Please contact us to arrange a meeting or teleconference. |