• R e c o • P o r t •
Meet With Client

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 YOUR CLIENT VIRTUALLY

Your Training Facilitator will inform you of the scheduled meeting times you will be able to meet with the client through live chat/synchronous discussion.

LIVE CHAT

Use this communication tool to conduct live online meetings with your client

Provide Your Name: Scenario #:

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