Tuesday 27th June, at 10:00am we are running another FCA+ Training Session.
Learn how to walk a client through the FCA+ Process. Including:
- How to sell the FCA+ Plan to your clients
- An overview of where your client is at. If they made no changes, where are they now, where are they going and what their retirement will look like
- How to onboard your first client.
- What if you can’t help your client (hint: you can ALWAYS help your client)
- Insights – How other advisers are using FCA+
- Licensing and pricing information and more.