You are the expert, You've been trained. You have the experience and the expertise in financial planning. But let's fill the gap and follow the steps in the P.A.C.E.R. Program. Learn to connect with these tools and engage and attract and retain female clients.
This is what I can help you design. Find out more here: Expand Your Business
Revisiting the foundation of our PACER program is so important. We want to make sure that you are providing the best possible service to your bereaved clients and meeting their needs.
This includes making sure that people in the community know who you serve and how they can benefit from working with you during this transition into widowhood.
Learn how to develop your business using the P.A.C.E.R. Program and how to grow your financial planning business using these tools →IMPLEMENT THE PACER PROGRAM