Advice Mapping

$79.00

SKU: CAOnline14 Category:

Description

Advice Mapping is central to the much needed role in today’s advice market – great professional advice. Capturing and managing the financial lives of your ideal advice clients on a single map is tremendously effective as it positions yourself and your firm at the centre of your ideal advice client’s financial lives.

Whether you are new to advice mapping or been using them as long as we have been training firms to use them (since 2004), this webinar will provide more insights, more lessons and uses not only for your clients but also for everyone within your firm responsible for the management of the financial lives of your ideal advice clients.

• Webinar Presentation Handouts;
• Advice Mapping Building Scripts v 3.12 (MMAP);
• Advice Mapping Building Scripts v 3.12 (PDF);
• Executive Couple – Advice Map v 3 - SAMPLE (MMAP);
• Executive Couple – Advice Map v 3 - SAMPLE (PDF) ;
• Progress Map – SAMPLE (MMAP);
• Progress Map – SAMPLE (PDF) ;
• Retiring Mum Dad Couple – Advice Map v3 – SAMPLE (MMAP);
• Retiring Mum Dad Couple – Advice Map v3 – SAMPLE (PDF);
• Small Business – Advice Map v3 – SAMPLE (MMAP);
• Small Business – Advice Map v3 – SAMPLE (PDF);
• Wealth Accumulator Couple – Advice Map v3 – SAMPLE (MMAP);
• Wealth Accumulator Couple – Advice Map v3 – SAMPLE (PDF);
• Wealthy Individual – Advice Map v3 – SAMPLE (MMAP);
• Wealthy Individual – Advice Map v3 – SAMPLE (PDF);
• A free copy of Delivering Certainty (eBook).

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