Managing Director , iPlan Financial Services Australia, Milton, Queensland
AstuteWheel has helped providing meaningful discussions with new and existing clients at every meeting. The ability to show value-add graphically on the screen with new clients is incredibly powerful. Every meeting I can demonstrate how the advice we provide is improving the client’s financial position, bring an incredible sense of direction, purpose and achievement into their lives that was not there before.
This is an amazing tool that allows prospects and clients to quickly sum up the improvement in the financial position with strategic options offered. Because of this it is much easier to convert prospects to clients.