SPO Masterclass Workshop by Cindy Huang

(Your Name)

cindyhmeiping — 2024-10-09 15:19:09 UTC

What will you ask or say when you do policy reviews with your prospect/client?

E.g.

Asking questions relating to changes to clients assets/liabilities.

Income changes?

2024-10-11 03:44:54 UTC

1. Goals Check: "What are your current financial goals?"

2. Budget Review: "How is your monthly budget aligned with your goals?"

3. Investment Performance: "How do you feel about your current investments?"

4. Risk Tolerance: "Have there been any changes in your risk tolerance?"

5. Savings Plan: "Are you satisfied with your savings progress?"

6. Debt Status: "How is your debt repayment coming along?"

7. Financial Education: "Do you have any questions about financial concepts?"

8. Future Planning: "Do you have any upcoming life changes we should consider?"

9. Next Steps: "What actions should we focus on moving forward?"

10. Feedback: "How can I better assist you?"

2024-10-11 03:46:06 UTC

I will check if any new life events or pay increment, shortfall in protection needs or shortfall for retirement.