We sell Life Goes On Roadmap™ to financial advisors, estate planning attorneys, senior care home owners, and other companies that guide families in times of transition. When clients use this simple, yet playful system for personal financial information organization, families are inspired to talk and take action in practical ways that can be personal and profound when the rubber meets the road in life.
When you share this system with your most valuable team members and clients, they will thank you for it as you stand apart from your competitors, invite referrals, and deepen client relationships.
Take the system for a VIP Test Drive by following the simple instructions below. Use it to make sure that you’ve got the power, access, and control to drive your life forward, just in case something random or crazy should happen in your family. Then, imagine how useful this tool could be to serve your clients in doing the same.
- Visit www.authenticvisibility.com/testdrive.
- Enter this Promo Code at check out to bring the $97 fee to zero: RM Demo 2019.
- Complete your own roadmap to experience the value.
- Then, let’s talk about licensing this system so together we can touch and transform more lives.
- We look forward to continuing the conversation.
Nancy Juetten and Steve Juetten, CERTIFIED FINANCIAL PLANNER™ Professional
