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The Written Planning Process

Arguably the most important document you will create as you journey through Consistent Advisor is your written planning process. This one document will dramatically change your business. You will see an immediate positive impact in your meetings and relationships. You will earn more respect and a greater level of understanding from your prospects and customers.

So what is this amazing transformative document? We’ll get there in a moment. First, understand how we got here. Interestingly enough, most financial professionals we speak with do not have a consistent process for interacting with prospects. They go into each meeting with a different game plan. They try something this time around and then try something new the next time. There is no consistency and the person on the other end of the conversation is left feeling confused.

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