The Retirement Readiness Number Report was designed for your most informal client meetings. This report is best used in prospecting and non-planning meetings. It allows you to start a discussion around financial planning in any client meeting. The primary focus of this report is to calculate a client’s Retirement Readiness Number and demonstrate a need for further planning. This approach helps to transition prospecting and other non-planning meetings into a larger planning discussion. Click here to view a sample.
The report is comprised of a cover page and 5 additional documents. At the time of printing you can select which documents you wish to include in the final printed report.
Need more help with this?
Contact Razor Support