Estate Planning Launch
We have put a huge effort into the new Estate Planning tools and I think you are going to love them. They are ready now for us to take you through a demonstration and initial training.
Adviser Forum Workshop
The Workshop will give you the opportunity to
- See practically how other users are utilising the AstuteWheel and results that they are getting (and how they are getting them);
- Ask us any questions you may have and;
- We will also demonstrate what is working really well.
Beginners Forum - Using the AstuteWheel Tools to:
- Get high completion rates from client/prospects on the 5 Minute Health Check; About You Questionnaire; Changes Questionnaire
- Demonstrate real value to prospects/clients using the AstuteWheel Calculators
- How to correctly position strategies.
Advanced Forum - Using the AstuteWheel Tools to:
- Implement processes that improve efficiencies in your business
- Demonstrate the value of your services and reviews to clients in a FOFA world and justify your fees
- Generate introductions from COI's and clients.
Cost: No charge for Astute Wheel clients