TouchPoint Workflow 4 - Client Review
The fourth 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 4 consists of 8 key tasks with 16 step options mapped out from diarising the review meeting, preparing for the review meeting, communicating with the client (and referrer if applicable), preparing and presenting a revised strategy document for updated advice 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.
*Exclusive of member run-off discount
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