Difference between revisions of "Dream Planner:Fact Finder List"
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Latest revision as of 08:57, 21 April 2016
Fact Finders
Choose the Fact Finder that's appropriate for the service level you are providing to your client.
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Investment Management – Use this version of the Fact Finder when you are planning on doing a Investment Management plan like for example the Investment Policy Statement. |
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Life Planning– User this version of the Fact Finder when you are doing a full Life Financial Plan like for example the Personal Financial Strategy. |
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Retirement Goal Calculator/Modular Goal Process– User this version of the Fact Finder when you are planning on using the Modular Goal Process or the Retirement Goal Calculator. It allows you to collect just the necessary information needed to do this goal based single need analysis. |
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Education Goal Calculator– User this version of the Fact Finder when you are planning on using the Education Goal Calculator. It allows you to collect just the necessary information needed to do this goal based single need analysis. |
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Minimum Input Form– When creating a plan for a client we all want to go through the process as efficiently as possible. One of the biggest mistakes advisors make though it to get ahead of themselves and login and start doing data entry before they should. There is nothing more inefficient that to start, stop, start, stop the process because you get to different points in the data entry process and realize you are missing information and you have to stop. The plan creation process can expand from a 1 hour job to a 10 hour job because of this BAD HABIT! To combat this, particularly for newer users, we have created the "Minimum Input Form". This short form allows you to do advance preparation BEFORE starting to enter you client's data to ensure that you truly are ready to start. The form forces you to look at everything sitting on your desk and confirm that what you have is what you need. It makes you look critically at any gaps in your data and allows to to finish the collection of data before you put your hands on the keyboard! This honestly is probably the best advice you will ever get about creating plans for your clients efficiently and quickly. Make use of this simple form and even though it may seem to be a redundant step . . we guarantee in the long run it will save you 10 times the time it takes you to use the form! |
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Finametrica |
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FinaMetrica Risk Profile 12 Questions |
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FinaMetrica Risk Profile 25 Questions |
