Recently, we discussed the importance of The BIZ Diagnostic™, which helps advisors understand the needs of business owner clients and assess the strength of business foundations.
This week, Paul Latham will reveal how to proactively work with individual clients using the second diagnostic at HaydenRock Solutions, The Client Information Questionnaire (CIQ).
The CIQ allows advisors to identify the priority needs of their clients and match those needs to relevant experts. It enables the advisor to lead and control the proactive planning process in a repeatable, scalable fashion.
Learn the details behind the 5 Steps that can help you stop being reactive and start being the Most Relevant Advisor today.