Improving outcomes and driving growth with the six-step financial planning process


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Consumers are more aware than ever of their life plans and goals. Are you offering your clients the comprehensive financial planning they need?

The Financial Planning Standards Board and Certified Financial Planner Board recommend a six-step process to improve client outcomes and grow your business.

By following these six steps, you will have a new understanding of your clients’ needs and wants, and a method to help them map out a clear path toward their financial and life goals. As you grow your business to include an automated and efficient planning process, clients will appreciate the wide array of services you can offer.