Tuesday 27th June, at 10:00am we are running another FCA+ Training Session.

Learn how to walk a client through the FCA+ Process.  Including:

  1. How to sell the FCA+ Plan to your clients
  2. 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
  3. How to onboard your first client.
  4. What if you can’t help your client (hint:  you can ALWAYS help your client)
  5. Insights – How other advisers are using FCA+
  6. Licensing and pricing information and more.