Your Keystone Deliverable: Key Elements

If you want a single tool to be the focus of every client meeting, make it Key Elements. During your initial Client Engagement following the Fundamentals of True Wealth process, all of the insights from every meeting and every tool can be placed into Key Elements. It is the ultimate deliverable from an initial engagement!

You can review Key Elements with clients at the beginning of future meetings to remind them of the financial strategies they are working to accomplish.  This will engage the emotional brain, help them remember the excitement they felt, and engage them at a higher level for the rest of the meeting.  It allows them to share changes to any of their goals or priorities to keep everyone on the same page.