Joel Seach principal of Harpel Financial Group in Melbourne shares his insights, learnings and techniques using Advice Maps for his wealth accumulator and pre-retiree clients. Key insights regarding how Joel positions and presents each Advice Map - Advice Mapping has...
Lesson Category: Advice Map
Just had your first engagement meeting, what next? Find out here.
This lesson is designed to introduce you to Advice Mapping and help find additional support videos for each section.