Webinar Replay: Accelerate Series | Simulated Live Prospective Client Meeting (Continued)

In this replay, hear from 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.

This session is 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.