The PlanPrep Recipe

10 Ways to Improve Your Practice Tomorrow


Join us for a webinar on Apr 21, 2016 at 1:15 P.M. PDT.

See how top advisors from around the country have unlocked the time saving and revenue generating power of the PlanPrep recipe for success. You will leave this one-hour session with:

  • How to discuss fees with clients, whether you do financial planning or not!
  • Template ideas that can save you time with every aspect of your practice and deliver a consistent client experience.
  • Data gathering strategies that will save you time and have your clients bring in their stuff MUCH sooner.
  • Compelling ways to present your recommendations that will save you a lot of time and make you more money!
  • A time saving gift that would make it easy for anybody to do retirement planning on their own tomorrow!
  • and more!

After registering, you will receive a confirmation email containing information about joining the webinar.

Regardless of your current processes, you will learn some time saving techniques that you can use with every prospect and client. Space is limited to the first 100 attendees, so click on the Register button to save your spot now.