In this episode I share why I believe The Financial Risk Review is the single most important service you can offer your clients.

You will learn...

• Why reviewing risk makes more sense than reviewing policies.
• why and how you should start a consistent, on-going Financial Risk Review Program.
• How to convince your clients to meet with you face to face for their Financial Risk Review.

If you have questions or comments or if you would like me to email you the forms I discussed in this episode you can email me at ...  [email protected]

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

Check out my book, Your Time, Your Goals and Your Identity on Amazon.
https://outskirtspress.com/yourtimeyourgoalsyouridentity