Allows clients to self-assess and tell you what is important to them, then engage them in conversation to add your perspective to map out an on-going game plan to meet their goals and manage their risks.
Client Engagement Resources with PFP Section Membership
Education and communication are essential to strong client relationships — but creating them takes time. Your PFP Section membership includes built-in access to solution providers that make client engagement easy.
Included Financial Planning Partner Resources
Additional Client Engagement Resources
Personal Finance Scorecard
Analysis of a Tax Return for Financial Planning Opportunities
Use this tool to leverage your knowledge of clients’ tax returns, which correlates to their broader financial situation. Identify topics that you can discuss with your clients that go beyond tax and drive deeper year-round PFP client relationships.
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