MFS Heritage Planning®
What Keeps You up at Night Checklist
Ask clients to check off any concerns. Then use this information to customize meetings.
Winning With Women
Women's What Keeps You up at Night Checklist
Use this checklist that addresses concerns unique to women clients.
MFS Heritage Planning®
What Keeps You Up at Night: Employee Checklist
The checklist is designed to help advisors identify employees' most common financial concerns at every career stage.
MFS Heritage Planning®
Uncover Opportunities
This sales idea helps advisors understand how to use the checklist with clients to spark planning conversations and demonstrate their value.