Difference between revisions of "Planit:Ideal Clients"

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! colspan="15" | In this Video you will Learn...
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! colspan="6" | In this Video you will Learn...
 
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| colspan="15" |  ''How can defining my 'ideal client' better my financial services and practice success?''
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| colspan="6" |  ''How can defining my 'ideal client' better my financial services and practice success?''
 
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| colspan="15" |  • Profitability of clients
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| colspan="6" |  • Profitability of clients
 
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| colspan="15" |  • Distinguish your particular services
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| colspan="6" |  • Distinguish your particular services
 
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| colspan="15" |  • Save time with fewer clients
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| colspan="6" |  • Save time with fewer clients
 
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| colspan="15" |  • Ideal Client Profile
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| colspan="6" |  • Ideal Client Profile
 
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! colspan="15" | Keep on Track! Continue training on...
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! colspan="6" | Keep on Track! Continue training on...
 
|- style="text-align: center;font-size: 110%"
 
|- style="text-align: center;font-size: 110%"
| colspan="7" |  [[Planit:Practice Management|Practice Management]] ||  || colspan="7" |   
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| colspan="3" |  [[Planit:Practice Management|Practice Management]] || colspan="3" |   
 
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! colspan="15" | Other Related Topics
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! colspan="6" | Other Related Topics
 
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| colspan="5" | [[Planit:Your Needs Self Analysis|Your Needs Self Analysis]] || colspan="5" | [[Planit:Engagement Process|Engagement Process]] || colspan="5" | [[Planit:Building Trust|Building Trust]]
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| colspan="2" | [[Planit:Your Needs Self Analysis|Your Needs Self Analysis]] || colspan="2" | [[Planit:Engagement Process|Engagement Process]] || colspan="2" | [[Planit:Building Trust|Building Trust]]
 
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[[Category:Planit Training]]
 
[[Category:Planit Training]]
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[[Category:Practice Management]]

Latest revision as of 09:55, 25 May 2021


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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.



In this Video you will Learn...
How can defining my 'ideal client' better my financial services and practice success?
• Profitability of clients
• Distinguish your particular services
• Save time with fewer clients
• Ideal Client Profile

Keep on Track! Continue training on...
Practice Management

Other Related Topics
Your Needs Self Analysis Engagement Process Building Trust


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.