Markets
Advisor Tools
Research
Business Growth
Viewpoints
Retirement
Podcasts
Subscribe
Markets
Advisor Tools
Research
Business Growth
Viewpoints
Retirement
Podcasts5
Subscribe
Keeping Clients Focused on Long-Term Objectives
Business Growth
Paul Kingsman
Keeping Clients Focused on Long-Term Objectives
Oct 19, 2018
Trending
Choose Your Alliances Wisely
Navigating Mixed Currents: CPI Moves Higher, Investors' Next Steps
The Value of a One-Year Indexed Term Strategy in a Structured Annuity
Why Today's Housing Market Is Crazy
Mastering Volatility: Your Strategic Approach Matters
What Does Bitcoin Halving May Mean for Prices?
Expanding Social Security Benefits: A Solution for Aging Workers?
Clients Can Have Their Cake and Eat It Too With Tax-Smart Income
Create visuals to keep your clients focused on their long-term objectives.
Understand what your clients really want to achieve.
Gather photos of what their goals look like.
Use these images when you do reviews to
remind your clients what their success will look and feel like
, encouraging them to stick to the plan you have created together.
Related:
Why You Need to Picture IT Clearly