Webinar Replay: Check Engine Lights for Your Clients’ Financial Well-Being: Six Critical Warnings to Monitor

In this replay, H. Adam Holt, CFP, shares his “6 Financial Fire Drills” framework designed to bridge the gap between validating a household’s current financial decisions and new planning opportunities.He also walks through the process behind automatically identifying the financial capacity to weather the six critical events that commonly disrupt a client’s financial well-being:Liquidity (Emergency Reserves)Long-term DisabilityLoss of LifeLong-term CareLongevityLegal LiabilityStay to the end of the recording to get a preview of Asset-Map Signals™, an automated indicator for the financial preparedness of client households.Finally, learn what it be like if there was a “check engine” light for advisors looking out for their clients’ well-being.