I am starting to attend a lot of networking events. At these events, you always get asked for your card. I have been reluctant to give my card out, however, due to your previous comments about our business cards. What is your advice for what information should be on the card (keep in mind for compliance reasons we need to have certain information on the card here in Australia)?

Article ID: 494
Last updated: 20 Nov, 2019
Use black ink on white paper. Include the following: your name; your address, phone number, and email address. Title: Financial Organizer.
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b Do any other advisors do anything similar to Values-Based Financial Planning™? If not, why haven’t others copied it?
b I see in the Progress Meeting agenda for the Goal Progress Outlook meeting that the client can be given the Quality of Life™ Enhancer exercise as homework. I am MORE under the impression that this exercise should be done in person and administered by me. Why does it refer to the Quality of Life™ enhancer exercise as homework? Am I missing something?
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b In what situations do I use the 2-Page Business plan with a Non-Ideal Client?
b I often use the question "Do you have someone walking you through the financial aspects of...?" during my initial conversation with potential clients when they tell me of upcoming changes in their lives. If they answer, "Yes", what is an appropriate response? For example, Betty is telling me she is going to retire this week. I say, "Wow, Betty, do you have someone walking you through the financial aspects of retirement?"
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