Success Program Virtual Classroom - The Goals Visualization Appointment

When:  Oct 17, 2016 from 03:00 PM to 04:00 PM (ET)

This module guides you through The Goals and Visualization Appointment. This appointment is one of the features of the ACP System™ that set us apart from other financial planners. We will discuss approaches the advisor can use to help change your clients’ lives. This appointment is scheduled after all other initial year appointments, except The Investment Strategy Appointment. This should give you enough time to collect the information you need for the appointment as well as giving your clients time to know you and become comfortable sharing at this deep level. At the end of The Goals Visualization 
Appointment you should be able to: 
• Gain a comfortable understanding of the purpose and flow of the Goals Visualization exercise 
• Modify the visualization script to make it your own 
• Know how to use the Summary Statement of Goals from the Personal Financial Guide 
• Know how to use the web-based Goals & Values Inventory 
• Begin to build a toolbox of goal-setting techniques for a variety of personality types

CE Credits:

NAPFA, CFP, NASBA

https://attendee.gotowebinar.com/register/7219803840960510721

Contact

Rebecca Haught
9107691569
rebecca@acplanners.org