The initial meeting at Levine Financial Group is a completely comprehensive look at a prospect’s financial situation, their current plan, and what goals they want to meet.
In this episode of The Utilization of Money, Todd Levine describes the next steps he takes with clients once they’ve agreed to work together, and he uncovers how he uses The Living Balance Sheet to help them reach their financial goals
In this episode, you will learn:
- About the agenda for the second meeting with a client
- What The Living Balance Sheet is and why it’s critical for creating a financial plan
- Why The Living Balance Sheet is so effective for Levine Financial Group
- What other financial tools are used by the team at Levine Financial Group
- And more!
Tune into this episode to discover what you could learn from The Living Balance Sheet!