Lutter Systemic Model & Assessment

For those I have had in class, you know how I feel about assessments…

If you’re going to ask someone to take a survey, you better have a solid idea of how you plan to use the information to make it worth the time.

The Lutter Systemic Assessment guides financial planners how to approach conversations with clients, helps them know where to focus, and flags when a situation has moved beyond the typical financial planner's competency and into territory that calls for a referral.