A personal financial organizer is not only a document of the work you have done for a client but also what you plan to do — which is especially important as a resource for someone acting as the client's power of attorney in the event of death or disability. Alain Quennec, CFP, CIM, explains what these binders include, how they are created and how they make client communication and planning discussions easier.

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Create personal financial organizers to manage client relationships

At the Annual Meeting, top MDRT members share advice on issues that financial and insurance professionals encounter in their careers.

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The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.

Create personal financial organizers to manage client relationships

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