05.18.07
BAI Releases a New Financial Road Map®, Success Road Map®, Quality of Life Enhancer™ Worksheet, Values-Based Quality of Life™ Newsletter, Values-Based Financial Planning book cover, et al.

BAI introduced a series of resource improvements at the firm’s most recent Academy 1. These improvements impacted Financial Road Map®, Success Road Map®, Quality of Life Enhancer™ Worksheet, Values-Based Quality of Life™ Newsletter, Values-Based Financial Planning book cover, as well as other materials.

Tied to the firm’s new “branding” program, many of the changes were designed to make the Resources more aesthetically appealing and representative of their professional importance.  However, many others were driven by feedback received from Financial Professionals and their Clients to enhance usability and content.

The audience greeted the changes with a standing ovation. Long-time devotees of Values-Based Financial Planning™ commented on how dramatically the Resources had evolved to a new level of professionalism. We hope that you enjoy them as well.