Mat Fogarty - How Planning can help you Achieve Goals
Автор: MDRT Australia & New Zealand
Загружено: 2020-09-27
Просмотров: 30
Описание:
Mat Fogarty shares how the Whole Person concept by MDRT has influenced him both personally and professionally.
A few minutes of planning can help you reach your goals. Mat utilises a 12 week plan and shares how setting goals for Personal Finance, for Family, for Business, for Travel and for Friends and more gets him kicking goals each quarter.
He also shares how Mind Maps are a great idea to use with clients and a one-page overview is more powerful than compete Statements of Advice.
Mat also asks clients to share their emergency contacts and introduces himself to them as the adviser. This is a soft way to ask for referrals and assist them to write their Last & Final Letter. He helps get all their 'ducks in a row.'
Connect with Mat of Financial Planning by Design on Adviser Ratings at https://www.adviserratings.com.au/adv...
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