Visit the Document Library to download the Fact Finder now:
What is your best sales tool? If you said your Fact Finder, you are right! This may be surprising to some of you, but as I’ve trained and worked with para-planners over the years, their biggest complaints were:
- Client facts were handwritten on a yellow pads and scattered amongst various documents;
- There was no consistency around the amount and quality of the information, causing them to dig through the CRM; and,
- The information didn’t follow the workflow of the software being used.
This frequently resulted in having to call the client to get missing information resulting in an inefficient retirement income planning process.
In this Roundtable you’ll learn how our newly designed Fact Finder helps you:
- Gather information in the same order you input the data into IncomeConductor
- Ask the probing questions that increase your understanding of what motivates your client to take action
- Collect information that keeps you compliant with fiduciary standards
- Boost client confidence by exhibiting an organized and professional approach
Our own ‘in house specialist’, Phil Lubinski CFP®, will also provide valuable insights on why certain data are so important to creating your clients’ IncomeConductor retirement income plans.