The Wealth Index will help you build deep, meaningful relationships with your clients and chart a future course that is right for them. The Wealth Index is a 15-minute questionnaire that will help you drill down to your clients' main concerns and find out what is important to them. This short questionnaire explores the four aspects of your clients' life – Health & Well-Being, Family & Friends, Meaning & Purpose, Money & Finance.
Results from a survey conducted by Money Magazine, September 2007, indicate that boomers are more interested in living a life that emphasizes friends and family over making money and having fun over working hard.*
If you are focusing just on money, you are only looking at a small part of the picture.
The Wealth Index comes with a variety of tools to help make you successful:
• |
Wealth Index – Questionnaire & Detailed Results | • |
Client Presentation on DVD |
• |
One on One Coaching | • |
Direct Mail Piece |
• |
In-depth Case Design | • |
Back Office Support |
You are just 15 minutes away from building deeper, more meaningful relationships with your clients and prospects.
Simply fill out the form to
the right to instantly receive your
FREE Wealth Index Kit.
Steve Lewit
Creator & Founder,
Wealth Financial Group
*Source: Money Magazine October 2007
For agent use only. Not for use in solicitation or advertising to the public. 08-1310
