Das neue Sparkassen-Finanzkonzept - Meine Gesprächsstrategie by https://padlet.com/dercoach24/kbq33h9lhjfrkvea Gruppe B en-us 2022-03-10 06:59:52 UTC 2026-03-17 01:10:49 UTC hello@padlet.com dercoach24 https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087748144 2022-03-10 06:59:52 UTC https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087748144 dercoach24 https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087748145 2022-03-10 06:59:52 UTC https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087748145 dercoach24 https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087748146 2022-03-10 06:59:52 UTC https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087748146 dercoach24 https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087748147 2022-03-10 06:59:52 UTC https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087748147 dercoach24 https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087748148 2022-03-10 06:59:52 UTC https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087748148 dercoach24 https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087749220 2022-03-10 07:00:50 UTC https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087749220 dercoach24 https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087749405 2022-03-10 07:01:00 UTC https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087749405 Agenda https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087933964 Einstieg über pers. Daten
Konto & Karten (OBV, Was fehlt?, Multibanking (!))
Wünsche & Ziele
Haushaltsrechnung optional
Bedarfsanalyse AV (AV-Tool, AV-Folder VKB)

]]> 2022-03-10 09:09:14 UTC https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087933964 AV-Folder https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087946216 2022-03-10 09:18:00 UTC https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087946216 Altersvorsorge https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087951597 Pauschalberechnung Lücke]]> 2022-03-10 09:21:27 UTC https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087951597 Folgetermin vereinbaren https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087963766 Kaufbestätigung
Weiteres Vorgehen
Priorisierung
Benötigte Unterlagen
Termin vereinbaren
Feedback einholen]]> 2022-03-10 09:29:31 UTC https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087963766 Intensive Vorbereitung!!! https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087968517 Mit welchem Ergebnis möchte ich als Berater aus dem Gespräch kommen?
Minimalziel, Maximalziel

]]> 2022-03-10 09:32:36 UTC https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087968517 AV-Tool https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087973565 2022-03-10 09:35:48 UTC https://padlet.com/dercoach24/kbq33h9lhjfrkvea/wish/2087973565