Saturday, February 14, 2015

The Family Meeting to Your Financial Planning

Why facilitating Family Meetings is the most explosive growth opportunity in today’s financial planning landscape. Using the Family Survey to inspire clients into co-ordinating the meeting for your facilitation is a redirection in traditional family planning.

Anthony discusses the key questions that need addressing and why the planning commitments made are solid and more importantly more profitable for the family.

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

1 comment:

  1. Quite an interesting share. I too made a savings plan but couldn’t focus on it throughout the year and I think it will be a good idea to make one time investment now. I will consult a certified financial advisor Las Vegas to know about profitable options.


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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