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  1. Circle of Wealth Support
  2. Ask the Coach
  3. Q&A

Q&A

  • 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?
  • How do you answer "what do you do" when the individual is in finance?
  • How do you help people get over the thought that Qualified Plans are helping them with a "tax deduction"?
  • What's the best presentation to communicate compound interest and the power of the time?
  • How do you handle municipal bonds and the private reserve strategy?

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