How it works

Step 1: Establishing the Relationship

Attach a Call-To-Action (CTA) to all the ways you would/should be finding new clients.

Digital Marketing, Emails, Seminars & Webinars

Leave a CTA Link

Your Website, Landing Pages

Phyiscal Marketing Materials

Step 2: Data Gathering

The client should put skin in the game and save the advisor time by directly starting their prospect plan with quick and easy high-level inputs. Its unneccessary to ask a client for private account information or to link their accounts via aggregation at this stage.

Invite the Client to Onboard Themselves or Manually Add Them yourself.

The Client/Prospect/Advisor Steps through a quick and simple Data Gathering Wizard designed to take in the basic information needed to begin a plan

The Client is delivered to their current profile, where they can add more detail, debts, Incomes, Goals, etc.

Once the data has been inputted by the client, the advisor has what he/she needs to begin analyzing.

Step 3: Analyzing

The Advisor builds a single set of recommendations to present to the client.

Build off of the Current Plan to create unlimited Scenarios

Scenarios can be used for many, many reasons.

Step 4: Presenting

Advisor Presents the Current Plan
"What the clients are currently doing for themselves"

Advisor then presents their list of Recommendations
"What the advisor can do for the client"

Step 5: Implementation

Suggested Actions are converted into plain language where each Action can be adopted from the plan.

Step 6: Monitor the Plan

Monitor the results of your planning process

Monitor your advice long-term for all clients

Monitor your Clients / Prospects plan make-up

Monitor your Clients / Prospects Financial Health

The Clients / Prospects know who to contact when your compensated services are needed.

Make your Software work for you through the entire planning process, not just the end

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