Decisions, Decisions: How to Make Better Financial Decisions

This course teaches you how to make complex decisions in a simple four-step process. The steps can be applied to any decision you face — personal or professional. And, for a financial planner or advisor, it provides a way to substantiate a recommendation or decision to a client.

This process will save you time and make you better at your job.

• Adopt a four-step process to achieve objective decisions and recommendations;
• Provides a rational basis for showing a client the benefit of one course of action vs. another;
• Use with clients to gain their input and buy-in for decisions.