Fw: How To Connect Your Presentation To Client's Goals, Dreams & Fears

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From: Financial Advisor magazine <famag@fa-mag.com>

Sender: Financial Advisor magazine <karen@www-fa-mag.ccsend.com>

Date: Wed, 7 Jan 2015 11:14:58 -0500 (EST)

To: <mainandwall@gmail.com>

ReplyTo: famag@fa-mag.com

Subject: How To Connect Your Presentation To Client's Goals, Dreams & Fears

As a reader of Financial Advisor magazine, you may be interested in this promotion from RiXtrema:

How To Connect Your Presentation To Client's Goals, Dreams & Fears     Every tool you use must help in answering the 'so-what' question for your clients. Clients want to understand their investments and risks that they are taking. But that is not enough. Your presentation must speak to their goals, dreams and fears, otherwise all you have is a set of irrelevant numbers. Imagine being able to connect the risk that your clients take in the financial markets with their retirement goals in one simple screen. Watch this short video to see how it works. Click Here To Watch Video

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