Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Time & Location
Feb 07, 2024, 11:00 AM – 12:00 PM
Webinar
About the event
Presented By: Fulton Lewis, Strategic Planning Group
Come and discover our Leap Essentials Webinar series, beginning February 7, 2024, from 11AM to 12PM.
Our first webinar in this series is being presented by Fulton Lewis with Strategic Planning Group. During this session, Fulton will get you reacquainted with some fundamental Leap principles such as economic acceleration, eroding factors, conventional financial planning, and the winning strategy of Leap.
Start the new year off strong! As many Leap professionals can attest, having an understanding of the core concepts and philosophy of the Leap process will separate you from your peers and get you the results you want from your clients.
What to expect throughout the Essentials series:
- Understand key Leap principles
- Review case studies
- Running an effective Open Talk
- Effectively gather data to build your clients Present Position
- Where to begin when designing a case
- And much more!
These webinars are a great opportunity to get “back to the basics” of the Leap process!