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The Ten Client Deliverables, Course 1 of 2
- The Ten Client Deliverables, Course 1 of 2
- Introduction and Overview
A brief overview of all of the Ten Client Deliverables
- Comprehensive Written Lifetime Financial Strategy [Deliverable 1 of 10]
The overarching plan which establishes, in detail, the smartest strategies and tactics for every area of a client’s financial life.
- The Greatest Probability Strategy (GPS) [Deliverable 2 of 10]
A listing of action items from each of the 5 areas of personal finance that are anticipated over the entire lifetime of your client.
- The Progress Reports [Deliverable 3 of 10]
Four simple reports that compare your client’s current financial position with their position at previous meetings, as well as against the goals they are trying to achieve.
- Money Management [Deliverable 4 of 10]
Ensure that the assets your client has accumulated, which are earmarked to fund future goals, are deployed in a way that creates the greatest probability that your client will achieve those goals they’ve set.
- Parting Shot
A final word from Mark Little
- Introduction and Overview