Obtain Client Market Update Guide

Give us your email so you can receive our free client market update guide via email.

One-meeting prospect discussion guide

image42

Show Your Key Value & Close Prospects

This Discussion Guide was created for both prospects and clients.  Hundreds of advisors have used this type of guide to close more clients, obtain more of each client's assets, and to have powerful client referrals.


To receive this Discussion Guide, email Mike Sakraida at mike.s@fanresources.com (put "Discussion Guide" in the subject line.

advisor guide for discussion Guide

image43

Ensuring You Effectively Use Discussion Guide

This is an extensive guide to help financial advisors effectively use the Discussion Guide with both their prospects and their clients.  This guide includes sample dialogues. 


To receive this Advisor Guide, email Mike Sakraida at mike.s@fanresources.com (Put "Advisor Guide" in the subject line)