Feeling Helpless, Powerless and Unprepared to help your grieving clients further Navigate Financial Matters?
Sign up for your copy of Kickstarting tips and a valuable checklist to help you help your client in grief. You will also have free access to webinars and powerpoint presentations on demand. The information contained in these webinars have helped many adviors eliminate their fears and gain the confidence, preparation and comfort in working with clients in grief.
These webinars will also enhance your ability to safely and comfortably help your client navigate financial matters. Once you sign up you will receive direct access to the webinars as well as much much more information.
We have also developed a very special training course to give you the tools you need to successfully work with your grieving clients. The course is also approved by the CFP Board for CE credit.
You have joined a great community. Thank you!!!