$495.00 USD

Wealth Client Journey Field Guide

The Wealth Client Journey is an important concept for anyone looking to build wealth. It is a process of understanding the client’s current financial situation, identifying their goals, and creating a plan to help them reach their goals. This lesson will discuss why Wealth Client Journey is important and how it can help individuals reach their financial goals.

This Course Includes:

  • The Client Sales Journey from lead through new client
  • Onboarding Your Client
  • Funding the client account
  • Preparing for the regular client meetings