Tuesday, February 10, 2015

How to Use a Tactical Pressure Test in the Financial Planning Process - Building Out Your Practice



Anthony developed the Pressure Test as a discovery method to use in the financial planning process, a 10 question prospect and client engagement protocol that yields remarkable results with consumers. Having your clients complete this quick 10 point questionnaire will raise their own issues about the service they’ve been receiving from their current advisor.

This 10 question survey is framed in such a way that it disturbs prospects and clients to action and can accelerate the conversation about financial planning, especially retirement planning.

6 free gifts from Anthony at http://www.anthonymorris.ca/free-newsletter/

Syndicated financial columnist Steve Savant interviews Anthony Morris, author,International keynote speaker & practice development coach in the financial services sector.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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