Here’s your FA pack!
Thank you for attending my talk, I hope you really enjoyed it and found some simple takeaways.
To help you improve your financial future, and that of your clients, please find the link to download our FA Toolkit.
The pack includes
1) An Enquiry Form, so you can gather basic client data, and make sure that they are a right fit for you and your business.
2) A Budget Planner, we send this to our clients in advance of the meeting, and expect it back. It gives great insight into the opportunities available to you to help them improve their financial future.
3) The Peace of Mind Questionnaire. The one page Factfinder, helping your clients place their priorities in order, and putting protection on the agenda.
Click this link to download your FA Toolkit to your computer.
Once you have used the Enquiry Form, Budget Planner and Peace of Mind Questionnaire, please let me have some feedback, by emailing firstname.lastname@example.org