Download Michael Hartman's "Client Service Calendar" and "One-Page Financial Snapshot" below, and check out "#FA Success Ep 269: Accelerating The Fee-Only Transition By Acquiring A Commission-Based Book Of Business" for more tools, tips, and strategies on acquiring a commission-based book of clients and converting them to fee-only, leveraging a client service calendar and ‘surge’ meetings to more efficiently create a high-touch client experience, and presenting a one-page ‘financial snapshot’ at every meeting to remind clients of their financial goals and reassure them those goals are on track.
