Watch Mitch talk about The Year in Review

For more than a decade, tens of thousand of financial professionals have turned to the Financial Life Planning Institute (FLPI) to help them transition their organizations from products and process to the next level of financial planning-Financial Life Planning. FLPI has worked with both individuals and organizations to show them how to secure a profitable future by developing clients for life. Leading organizations around the globe have chosen to partner with FLPI because they know the future of financial planning starts here. Click here to learn more about FLPI.
   

The Year in Review helps advisors and their clients review the progress they've made during the past year. Using the Progress Report on Financial Intentions to Date tool (PROFIT) as the cornerstone for this process, the Review helps advisors track the progress they and their clients are making regarding life transitions and life goals. Designed to be used on an annual basis, PROFIT allows advisors to input progress points and create a customized report for time periods that they define. The tool enables them to address the greatest value that they bring to the life of a client by providing an answer to the question, "Is your life improving and are you making progress because of our relationship together?"

Click here to learn more.
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