From Advice to Action: Building Action Plans That Drive Results

In a world saturated with financial advice, clients still struggle to act—let alone reach their financial goals. This hands-on session will equip you with proven techniques to deepen client engagement by helping to identify, prioritize, and track meaningful financial goals through actionable planning with your clients (along with their spouses or significant others).

Learn to create action plans aligned with real financial objectives that are consistently updated to track progress and keep clients motivated on their path to success. Uncover practical frameworks that go beyond foundational goal setting to facilitate conversations that truly matter to your clients and their partners.

Empower your clients to succeed while strengthening trust and elevating your advisory practice. 

3 Learning Objectives:

Apply goal-tracking techniques to maintain client focus on evolving financial priorities throughout ongoing advisory relationships.

Facilitate alignment strategies to help couples with differing objectives create prioritized mutual financial goals.

Create comprehensive action plans that connect advice to client goals, incorporate progress tracking mechanisms, and establish accountability systems to ensure goal achievement.