Choosing a finance plan with your client

So, with your help and Runagood® technology your client has identified their problem, or ambition and understood why they can’t solve their problem or ambition. But they’ve now seen that you may have the answer and want to know what it is.

So you’re going to reveal how you will move them from where they are to where they need to be. And it’s all about having a plan and choosing the right one to start with from the 17 automated versions.

Let’s start with Finance. Why? Because it’s a rare client that is already managing their finances effectively.

It presents options for you to select so you soon have the key objectives identified and agreed. All that’s needed now are the strategies and actions and they are in my next post.

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