Clearly articulated, carefully validated goals that actually link to your clients’ vision for the future? You’ll only find it here.
That’s why we make sure you can show your clients a list of Closed Goals; ones that were completed, or ones where the client changed their mind (good for compliance don’t you think?).
Our Planning Map™ will show the entire implementation plan, while also letting you show a history of everything you’ve done for your client along the way (they can forget sometimes).
» A dashboard showing new clients, new goals and closed goals
» Easy to edit user profiles so you control how your name will show up
» No limit to the number of clients, and instantly searchable
» Track the dates of important planning events
» One-click address copying for multiple client contacts
» Setup a client only using firstname and lastname for quick creation
» A standardized Engagement Letter that you can easily customize
» Capture the client’s Vision for the future so you can keep them on track
» Enter and keep track of their Values, so you respect what matters most to them
» Drag and drop goals based on their priority to the client
» Create new goals easily and quickly
» Clearly identify the gap to be closed and how you’ll do it
» Show all goals in the Planning Map™ to keep things moving forward
» Track and assess the other advisors working with the client
» Generate dozens of useful reports, ready for the client without editing
» And yes….much, much more