TouchPoint Workflow 2 - Document Preparation
The second of five time-saving but comprehensive workflow diagrams we've mapped out for enabling you to set up your financial planning software workflows. These will save you and your staff hundreds of hours white-boarding your advice processes. Suitable for holistic wealth advisers as well as life insurance specialists.
Workflow 2 consists of 15 key tasks (option of additional 11 keys tasks) with 34 step options (option of additional 24 steps) mapped out from initial diarising of the fact find meeting, research advice, preparation of your strategy document, updating your referrer (if applicable) to presenting to the client and completing paperwork and all the steps in-between.
You can spend your valuable time working this out and building it yourself...or you can short-cut and get started by purchasing this workflow template.
Also available as a bundled set of all five workflow templates.
Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
GST, shipping and discounts will be calculated at checkout.