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  2. Ask the Coach

Ask the Coach

Questions asked of our executive coaches and their answers

Q&A

  • What does your first meeting consist of to get the go-ahead from the client?
  • How do you account for "other things" in RRON or Financial GPS?
  • Prospect Wants to Bring Investment Advisor to First Meeting
  • CQ review to help the client
  • When borrowing funds from a 401k, does the plan hold back collateral that is not earning anything while the loan was in force?
  • Which COW presentations have impacted you the most?
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