Part 1 - The E.N.C.O.R.E. Interview:
How to Get the Most Out of Your Client and Prospect Meetings

Whether your Wealth Management Process is an all encompassing financial plan or targeted at a specific segment of the wealth planning spectrum, you need to be consistent and organized in the way you gather client and prospect information. The E.N.C.O.R.E. Interview is designed to give you the necessary edge to be able to conduct consistent interviews that help produce the interactions and results you need to build a top notch, client-focused practice. In this article, we will introduce you to our 6 phase process and over the next few weeks we will build on this approach and show you how to use it in your own client and prospect interviews. . . . (to read the remainder of this article, please log in below.)