Effectively illustrate your extensive services
Now available from Financial Planning Consultants, Sample Plans can be an important aid to demonstrating your services, justifying your fees and closing more agreements. A Sample Plan allows you to more effectively show the product of your extensive services, illustrate the features and reinforce the benefits. Regardless of your fee—your goal is to show that the benefit to the client far exceeds the cost!
If you are already providing a Sample Plan, this may provide a benchmark to evaluate your efforts. Sample Plans include the 30 page Sample Plan Documentation booklet that covers Planner’s Justification, Using a Sample Plan, Case Narrative, and Cost/Benefit ratio Analysis.
The Sample Case, available now, is the Martin and Mary Moderate Case.
From the Moderate Case narrative:
The case is not a treatise on how to do a perfect financial plan. It is an example of finding solutions, and using Plan Builder to picture the moves that could help the client meet their financial goals.
The goals of the case are:
The results of the plan are:
Sample Plan - $145
Complete with index tab dividers, comprehensive printed reports (100 pages) Moderate Case Completely customized with your name and firm information Deluxe Binder and Sample Plan Documentation
Call Sales 800.325.5540 Click here to preview a sample of some of the reports and charts from the Sample Plan.
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