Anticipating Client Life Events

Presented by

John Comer, CFP(R), Comer Consulting, LLC

About this talk

Advisors will learn how to enhance their client review meetings by focusing on client life events. We will list several life events that could be developed like: singles get married, young married get children, children finish college, clients start a business/loose a job, parents become empty nesters, grandparents need help and clients retire. We will then review two or three specific life events in more detail. Handouts will include sample agendas for three or four life events.

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (421)
Subscribers (21418)
The US Financial Advisors Channel provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning. You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.