Suggest a Flowchart or Checklist
A checklist that detailed all the information we as advisors need to construct a comprehensive financial plan for a new client. This could include: Tax returns, trust documents, bank & brokerage statements, all insurances, retirement statements, beneficiary information, etc.
This would be a huge value add!
This would be extremely helpful. I would add that it would also be nice to have corresponding meeting agenda templates for the various stages in the FP Meeting process.
Yes! This would be great to have.
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