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Assignment Task: . write a prospecting/engagement letter to the clients that explains to the client in a manner in which they will understand exactly what

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Assignment Task: . write a prospecting/engagement letter to the clients that explains to the client in a manner in which they will understand exactly what products and advice you (the financial planner) will provide to them. Use one of the following or another method to Before - After - Bridge (BAB) Problem - Agitate - Solve (PAS) . Identify the planning areas that these clients need and explain in layman's terms exactly what you will provide. o Do not just identify the planning area For example don't just list Education Plan. o Add an explanation of exactly what you would do in this Education Plan

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