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Back to Basics: Create Raving Fans by Focusing on the Fundamentals
Course Information
Content Level: Foundational
NAPFA Subject Area: A-Financial Planning Process
Course Description
Louis Retief breaks down the fundamentals of the Financial Planning Process into three easy-to-follow steps that will help you and your team create happier, more enthusiastic clients. Louis will discuss the importance of building strong relationships with your clients, how to properly develop and implement the recommendations for their financial plans and how to track the progress and results of those plans.
Learning Objectives
  1. Discover how to establish strong Client-Planner relationships while you manage the Financial Planning Process (“The Onboarding Process”)
  2. Understand how to communicate and implement your recommendations (“Client Projects”)
  3. Learn how to monitor the results and track a clear service record for your client (“Client Check-ins”)
Louis Retief
Louis has been involved in the fintech community for five years, working with two startups in that time. He co-founded Hubly after working in the robo-advisory space where he developed a passion for helping advisors improve the delivery of Wealth Management Services. Since founding Hubly, he has helped hundreds of financial advisors and their support teams optimize their operations by going back to the fundamentals of the Financial Planning Process.
Availability: Retired
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
No Credit Offered
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