Come and join our FPA Life Planning track session on Saturday, September 17th at 2:15pm titled “The Wheel of Life; a simple interview tool to create a powerful connection with your clients so they make better money choices that lead to a more balanced life.”

During this highly interactive session participants will be introduced to The Wheel of Life. It’s a Simple Communication Tool to Create a Powerful Connection with Your Clients so They Make Better Money Choices that Lead to a More Balanced Life.

You will learn how this simple tool will help your clients make better choices with their money and their life. You will be provided with a script so you can immediately use this tool with your clients.

We look forward to seeing you at the FPA in San Diego (Convention Center)!