Live Training Webinar: Simulated Live Prospective Client Meeting (Continued)

Join LiaJean McHenry (Sr. Training Manager) and a special guest as they provide a demonstration on ways to use the Financial Firedrills to bridge the conversation between the Asset-Map Report and Target-Map analysis.

Similar to last month's training webinar, this session will be a continuation of an interactive role-play meeting between an advisor and a prospective client where the focus will be on incorporating Target-Maps into the conversation.

Note: Attending last month's webinar isn't required to benefit from this month's session.