• R e c o • P o r t •
Ask the Expert

Scenario One
Client Questionnaire
Contact Team
Meet With Client
Sample Portfolios
         
Scenario Two
Tools / Resources
Ask the Expert
Learning Journal
Submit Portfolio

For a New Generation of Financial Planners

USE THIS COMMUNICATION TOOL TO COMMUNICATE WITH THE FINANCIAL EXPERT

Your Training Facilitator will inform you of the times and dates the Financial Expert will be available for live chat and synchronous discussion.

LIVE CHAT

Use this communication tool to conduct live online meetings with the Financial Expert

Provide Your Name: Scenario #:

Your Questions / Messages and the Expert's Responses will Appear Here