Tips, tools, and resources

Prepare the client for a great Strategy meeting

email

Create your Strategy meeting agenda

agenda
Jim Mellin

"We worked together to build a plan that met his goals, including protecting his family if a disaster happened."


Jim Mellin

Set ambitious yet achievable goals with the client

tips
IU-3098732(06/20)(exp.6/22)
FOR INTERNAL/FINANCIAL PROFESSIONAL USE ONLY - NOT FOR USE WITH THE PUBLIC.