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I Finished Using The Checklist With A Client, Now What?

April 8, 2021
Best Practices, How Advisors Use The Checklists and Flowcharts, Getting Started

You just finished going through a checklist with a client, now what do you do with it?

After a meeting in which you have completed a checklist, there are multiple steps to consider:

  1. Type your notes into your CRM shortly after the meeting to capture the details of the meeting. See Client Note-Taking: Frameworks And Tools For Advisors To Improve Client Conversations for details and consider a Premier membership to help streamline the note taking process.
  2. Document all of the questions that the client answered “yes” to. Create a task in your CRM to do additional research and to address. Because the client answered “yes” there is likely a planning issue to address. By assigning this as a task in your CRM, you ensure that it does not get missed (compared to putting it in as a note).
  3. Next, document all the questions that were not answered. Perhaps additional research needs to be done before the question can be answered or perhaps it’s too early to know the answer. The point of this step is to make sure that all of the planning questions are accounted for, even the ones that were not answered.
  4. If you have a paraplanner or have an advisor that supports you, you could assign some of these tasks to them to complete or further research.
  5. Follow up with the client as needed to gather more information or to update the client on the progress of the research. This is the other benefit of using tasks in your CRM – it won’t get lost like a note might.

While you can do all of this on your own, Premier members can have all of these steps automated if they use a CRM that integrates with fpPathfinder resources.

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
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