Worksheet
Financial Health Review Scoring Sheet
Speed Filter #7: Financial Health Review
Lessons in This Module
Apply Speed Filter #7 (Financial Health Review) to qualify prospect readiness.What This Filter Measures
The signal this filter is built to detect.
Open lesson 2How to Apply It in Conversation
Putting the filter to work live.
Open lesson 3Green Lights and Red Flags
Reading the prospect's response.
Open lesson 4Scoring the Filter
Turning observations into a clear score.
Open lessonAction Step
Score Three Prospects on Financial Health Review
Quiz
10 Questions