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Using a whiteboard wedge is really important for anchoring in the PlanHappy process – why?
Why is it so important not to leave gaps in the process?
(Select 2 answers)
How do you stop a client from getting distracted by transactional ‘shiny things’ during the PlanHappy process?
At it’s core, what exactly is the purpose of our client work in PlanHappy Lifestyle Financial Planning ?
What are we trying to get the client to put front and centre when making life and money decisions?
When building a pathway from A to Z in what order do we need to anchor the principles and structures in our clients mind
Why do we not just give a client all the information on a sheet rather than drawing it on the board in stages?