We all know that giving financial advice as part of an advisor's offering is paramount these days. But did you that know gathering client profile data and inputting it into a financial planning application accounts for 40% of the cost of delivering financial advice?
Use our Financial Fact Finder as-is, or customize it to your firm's needs. Your clients will gladly do all the data input work, since they want to provide you with as much quality data as possible. After all, it's their financial future that your helping them plan for!
Also, did you know that PreciseFP templates can be pre-filled with data from your CRM and financial planning applications?
PreciseFP gives your clients the best possible data-gathering experience by lowering the amount of time and effort it takes to build their client profiles.
Show your clients how much you care. Send them a PreciseFP Financial Fact Finder today.
The fact finder can be used as is and can also be customized.
To engage your client with this template you will need to first add it to My Templates. You can do this by clicking on the template in the library and then clicking on the Add to my templates button on the template details.