To help you more fully incorporate checklists and flowcharts into your practice, we’ve outlined many different strategies to consider. This new guide, “How To Use These Checklists & Flowcharts,” will step you – and your team – through various methods and rationales for implementing these resources.
Your Secret Sauce
For some advisors, checklists and flowcharts are practical behind-the-scenes tools that support the work they do. You can use our resources to:
- Gain a high-level overview of a concept before doing additional research.
- Structure conversations with your team to create consistency and establish a multi-advisor quality control measure.
- Assure that your conversations cover all discussion points and planning opportunities.
- Uncover, quickly and systematically, issues and considerations when talking with a client.
Your Client Experience
Engaged and educated clients are among the most loyal. They’ll understand not only the what of their long-term financial plan, but also the why. You can introduce checklists and flowcharts to:
- Illustrate the complexity of a comprehensive financial planning process and guide them through the experience.
- Support the decision-making process when you’re formulating a recommendation.
- Reinforce the financial plan when you add these resources to the reports you prepare for your clients.
Regardless of whether these simple, clear resources are front-and-center with clients or operating in the background, your practice will benefit from the extra level of organization and consistency. Download this “how-to” and consider the strategy that will best complement the way you work.
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