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.
Leap Essentials Webinar
Wed, Oct 08
|Webinar
Leap Essentials Webinars are designed for anyone that has adopted Leap as part of their practice. Whether you are looking for a jump start in learning the Leap process or are an experienced Leap professional looking for a refresh, these webinars can be of great value.
Time & Location
Oct 08, 2025, 11:00 AM – 12:00 PM
Webinar
About the event
As many Leap professionals can attest, having an understanding of the core concepts and philosophy of the Leap process will begin to separate you from your peers and help you get the results you want to get from your clients!
Throughout this webinar series, you will learn:
• How to run an effective Leap introduction meeting
• Effectively gather data to build your clients Present Position
• Where to begin when designing the case using tools within the software
• Review of basic case studies