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 21, 2024, 11:00 AM – 12:00 PM
Webinar
About the event
Looking to elevate your Leap knowledge to the next level? Then our Masters Webinar series is for you!
The Leap process is a customized, repeatable process that allows you to customize the process to best fit your needs and niche market. Come join us as you hear from some of the most experienced Leap professionals in the community as we dive into topics that are sure to be of interest and help you meet your goals.
Practice Management
Utilization of calculators and client conversations
Marketing your practice
Money Moves and Scenarios in Design Center