Nobody wants to waste precious meeting time watching an adviser fill in a fact sheet with basic client data. Clients expect that you will treat their time with respect and will understand that providing information prior to a meeting will reduce multiple visits and allow the face time conversation to be more valuable. It also says a lot about your practice if you are still using 19th century processes.
In preparation for meeting with you, clients complete a short online Mini-Fact Find. This questionnaire takes 15 to 20 minutes to complete and the information is sent directly to the adviser where it is automatically saved in the client’s electronic file in a secure database.
Further information can later be added to complete a full fact find with no double handling of information.
This information can also be shared with other CRM’s through API software.
The 5 Minute Financial Health Check asks a number of thought provoking questions across the six areas of advice, different questions are asked for an accumulator v retiree.
Clients get a better understanding of the breadth of the advisers’ service offering and often identify new areas of concern that they now want to discuss.
Advisers now have an agenda for the meeting based on the clients’ priorities and a work scoping document as advised by the client.
Prior to a Review Meeting, clients complete a quick online Changes Questionnaire prompting them to think of relevant changes to their circumstances and giving them an opportunity to instruct the adviser of any specific issues they would like to discuss.
Advisers can then plan their meetings accordingly and not get blind-sided by unexpected requests or information about changes in the clients’ circumstances.