Personalizing Crucial Conversations About Investing With Clients And Prospects

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Excellent - I purchased the spreadsheet a few weeks ago and had not used it because it was too daunting. Now I know what to do and how to begin using it. Thanks.

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Great program by Craig today. Very interesting data and other information presented for use with clients. I visualize this being used not only with retirees, but even more so with younger clients. The advisor can demonstrate that if the young investor saves X dollars by the time they're 72 years old, they will have a very substantial nest egg available for retirement. I also like that Craig puts in a "bad case scenario" by subtracting basis points. One note: 75 basis points for total fees may be low.

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I always learn so much from Craig and it is great to be able to ask questions!

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Very useful for my many retired clients

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