With the small community of Advisors we support, on the most important things we hear from you guys are how do you create a Financial Advisor Client Meeting Checklist? Or more importantly, how do you create a client financial review template that you can use more than once in your practice to create a clean and foolproof way of supporting your conversations in meetings with clients and households?
Every piece of Financial Advisor is different and every client or household needs are unique like snowflakes. We are trying to recreate that experience. Instead, what we did at MyPlanMap was augment that experience to serve your customers while helping you save time and look great for your clients.
You see, many of the Financial Advisors we’ve spoken to want an easy way to create beautiful Annual Review Checklists. There’s a whole slew of reasons why creating this is important but the most important are the following:
- Making your advise visible.
- Making sure the “doers” are accountable.