Painting a profile
Our message to clients:
There’s where you are—and then there’s where you want to go. We help build your unique profile, which is informed by your present-state as well as the vision you have for your life: the hopes and dreams that finance enables.
Tips, tools, and resources
Prepare the client for a great profile meeting
emailHave a great profile conversation
Create your Profile meeting agenda
agenda
"It's really all about understanding the ‘why’ behind some of their goals. Let’s get to the heart of what’s motivating people, and then we can build a strategy around that."
Follow up by celebrating working together
tips
IU-3098732(06/20)(exp.6/22)
FOR INTERNAL/FINANCIAL PROFESSIONAL USE ONLY - NOT FOR USE WITH THE PUBLIC.
FOR INTERNAL/FINANCIAL PROFESSIONAL USE ONLY - NOT FOR USE WITH THE PUBLIC.