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Your FA Toolkit

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.

Download the USD $ Version | Download the GBP £ Version

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.

Download the USD $ Version | Download the GBP £ Version

Once you have used the Enquiry Form, Budget Planner and Peace of Mind Questionnaire, please let me have some feedback, by emailing doug@dougbennett.co.uk

Recent Blogs

  • How Being An Introvert Can Lead You To Achieve Awesome Goals By Doug Bennett, with special guest Jacqueline Shaulis – Doug Bennett on EP 64: How Goal-Setting Enabled Jacqueline Shaulis To Write 23 Books Without Feeling Pressure
  • How Feeling Clueless About Goals Inspired One Woman To Write A Book By Doug Bennett, with special guest Alyn Mitlyng – Doug Bennett on EP 63: Dirty Goals with Alyn Mitlyng

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