Wealth Management Audit
Greetings, Carl here!
I think of this Wealth Management Audit as a 21-point financial planning inspection. It's a tool to easily see the work that you and your firm do for your clients.
Most of your work is happening behind the scenes. This audit makes that work transparent.
DOWNLOAD THIS 21-POINT WEALTH MANAGEMENT AUDIT AND CUSTOMIZE IT TO YOUR FIRM.
I'm hoping this will help you demonstrate ongoing value to your clients. Use it as a starting point to create an audit for your own practice.
Give your clients peace of mind. Download the Wealth Management AuditĀ today.
This audit can be used as aĀ method to let your clients know you're regularly checking in on important items related to their finances.
