87- Concept: Investment Decision Filter

Today, we take a deep dive into the Investment Decision Filter, a powerful tool that helps clients make well-informed decisions when working with you.

First, we’ll remind you of the importance of using concepts and strategies during client meetings to establish a strong rapport and provide added value. Then, we’ll get into the details of the Investment Decision Filter, which teaches consumers the importance of balancing performance, risk, taxes, and fees.

We cover the importance of addressing objections and concerns that clients may have by using the Investment Decision Filter. We teach you effective ways to spark meaningful conversations and empower clients to make sound decisions based on their unique circumstances and goals.


Sten J. Morgan, CFP®, ChFC®





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