Pension Pre-set Appointments

In this presentation, you will learn how to conduct an initial fact finding appointment to gather critical financial infomation, and find out why we ask certain questions- which leads to a buying decision.

Conducting your first appointment

Conducting the second appointment

Pro Tip #1

Without the correct and accurate financial information, it is impossible to help someone plan for retirement.

Pro Tip #2

What motivates people to make the right buying decisions so they can move forward with a strategic retirement plan. Your reasons are not there reasons. You must know what there reasons are.

Pro Tip #3

Know what they want and need so you can zoom in on what their personal reasons are, what will drive them to move forward and set money aside for there retirement.