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Focus on the plan, not the product

Jedediah Harrison Levene, CFP, CLU

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Levene explores how successful practices and client relationships are formed with the plan and not the product. He will teach you to how to become a holistic wealth manager and achieve more success by treating products as a means to an end, as opposed to leading with the product. In stressing that you know you client better than any other professional in their lives, Levene will walk you through his Plan-Protect-Project-Dream financial planning process and give you tools you can use right away. These include how to conduct annual reviews and report progress, how to determine a client’s core needs and how to use this number for planning.


Click here to find more from the 2018 Annual Meeting
 

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