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Every prospect's needs are different, but how you conduct your consultative appointments should always follow the same procedure and smoothly transition from your prospecting process.

With the help of the New Generation Retirement Planning Fact and Feeling Finder, you can do just that!

The Fact and Feeling Finder encompasses detailed questions about the consumer's financial well-being, which begins with the Color of Money Risk Analysis and incorporates the elements of case discovery and client feedback. And you benefit by following a process that:
  • Helps keeps you compliant with a variety of regulatory elements
  • Helps you increase your production
  • Provides resources to help set you up for your desired level of success
Investment advisory services offered through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), a SEC Registered Investment Advisor.


Fill out the form below to download a sample of the New Generation Retirement Planning Fact and Feeling Finder today!