The goals-based advice cards are designed to help advisers deliver an interactive goals discovery conversation with their clients.
Step 1: Start the goals discovery experience by asking the client to choose goals that are most important to them.
Step 2: Order them into three priority buckets, from goals that matter most to ones that are least important.
Step 3: Ensure that the goal amount and the timeframe of when the client wants to achieve it by, are captured.
This set is comprised of 22 goal cards and one instruction card in a box.
Price includes postage within Australia: $35