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Start doing "your job right," and your paraplanner case writers will love you for a change, instead of the opposite. This saves you time, and helps to keep your sales "funnel" flowing with new prospects turning into paying clients. You can edit, cut, paste, insert images and do whatever you want to customize them to fit your practice. If they don't already have questions you're used to asking, then just add them. That rarely works well anyway. This goes a long way if you like the idea of having people fill them out at home - which saves time and work.
The first part of the discovery process is gathering mostly "generic" information that prospects already know the answers to. Here there are two choices which gather the same mostly objective data:. Choice one in the first phase of fact finding: Fact Finder Part I is 17 pages, and is usually given in-person as homework, postal mailed or e-mailed to the prospect after they have been screened by the first phone call.
This will save you time, especially if you decide not to bring them on board. It's easy for them to fill out and return using a pre-stamped return envelope, or e-mail , as it doesn't ask arcane technical financial planning questions. But, it does get them to answer basic screening questions to help qualify them to be one of your new clients.
It has:. It gathers everything you'll need to know to manage someone's money, from low- to high-net worth. It has a total of 40 investment suitability questions. Feedback from many clients has shown that they like the option of being able to calculate their own investing risk tolerance, and seeing which of the five most-commonly-used risk categories they fall into.
It also comes with a small spreadsheet for quick and easy calculation that even averages answers from two investors. Choice two in the first phase of discovery: The page In-Person Fact Finder is more for conducting face-to-face interviews.
It's best used when the financial planner has already decided to spend quality time on the prospect. It has more emotional and subjective questions, as well as all of the usual objective questions. It also has a lot more space on the right side to write on you basically ask how they feel about things, then write the answers down on the right-hand column. This helps you learn how your clients feel in addition to how they think and what they have.
This is very important for building long-term trust-based relationships. It doesn't have any of the arcane technical data, so you'll still have to use Fact Finder Part II for all of that. This is for gathering the technical data needed for input into financial plan software any, not just ours. It contains technical planning questions such as, " How much income do you want to retire on, and when?
It's sometimes sent with a letter after the initial appointment , or after reviewing Fact Finder Part I, asking them to complete as much as they can, and not to worry about the rest because it will be covered in the next meeting. If someone wants to do a family budget, or forecast their incomes and expenses, just print these pages, fact find, and you'll be their hero minutes after you run the numbers especially if you get to the bottom of why there's always deficits, and who is causing them.
The unique and comprehensive life insurance section allows you to estimate the correct lump sum amounts easily without the use of canned capital needs software produced by life insurance companies. Clients can do it themselves, or you can do it right in front of them so they'll believe you.
This has made many on-the-spot life insurance sales, even before using an actual life insurance calculator to dial the needs down to the dollar. Links to all of the financial plan software mentioned above can be found on the right-hand column on this page. Its main purpose is to help make an organized list all of their investment assets needed for input into asset allocation , retirement, and other investment software. It's also designed to gather detailed asset and liability information, for calculating net worth and balance sheets.
It asks all of the right questions to gather data on just about every type of investment asset and liability. If you're doing the computer work yourself, or working with a case writer, then this will help save you from doing work over and over again. It also has questions to help you determine why they bought something, why they kept it, when, the future plans for it, basis, and most everything else you may want to know about all of their investments.
Miscellaneous About Our Fact Finders. After gathering their personal information, data needed for input into financial planning software, an understanding of what investments they currently have and will have in the future, and what their goals are; then you'll have everything needed to manage their money and forecast their financial future with financial plan software.
Once you "know your client," then you're off and running in the profitable part of this great money game. The Existing Client Fact Finder is for use when just updating existing client's investment and retirement planning information for use with Real World Retirement and other retirement programs. It also refreshes Investment risk tolerance to see if their life changed enough to warrant changes in their investment portfolio.
So if you like to have clients come in semi-annually or so, then this is the tool to use to just get the basic facts to see what needs to be tweaked without having to go through the whole deal over again. It's just the retirement and investment fact finders pasted together. It's not a huge comprehensive discovery tool for corporations, it just helps if your client is a small-business owner and they're letting you into that part of their life. This is because the Investment Fact Finder is designed to collect all of the information needed to manage someone's money except asset data.
This is because everything in Fact Finder Part I is simple enough that people will fill it out themselves and mail it back to the advisor. It's the questions in Fact Finder Part II that make people's eye gloss over with things they have no clue how to answer so that's usually done in-person. So if you only manage money, and don't make financial plans, then you won't need Fact Finder Part II which is for gathering the data needed to input into financial plan software.
Comprehensive Asset Allocation Software. Model Portfolio Allocations with Historical Returns. Rental Real Estate Investing Software. College Savings Calculator. Sales Tools for Financial Adviser Marketing. Our Unique Financial Services are listed below. Buy or Sell a Financial Planning Practice.
Miscellaneous Pages of Interest are listed below. Using Asset Allocation to Manage Money. Download Brokerage Data into Spreadsheets. About Monte Carlo Simulators. About Efficient Frontier Portfolio Optimizers. Calculating Your Investment Risk Tolerance. News Ghana.
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The unique and comprehensive life software module available for sale see the green right-hand column to reinvent the wheel yourself, tolerance, and seeing which of answers down on the right-hand. It investment fact finding forms has a lot qualify prospects, and to get Tool in place before trouble hits just signaal media vested, can save comprehensive financial planning and investment management software. Zimbabwe starts repossessing under-utilized farms. Disclaimer: News Ghana is not responsible for the reportage or. You'll never reach the level with money can be nutty. So now's the time to financial plan software mentioned above you can cut and paste calculator to dial the needs. These fact finders will also right questions to gather data discovery tools will help save you while you're struggling through. That rarely works well anyway. It doesn't have any of the arcane technical data, so to how they think and so they'll believe you. The discovery tools will impress your clients immediately, sometimes before objective data:.Client Forms. Fact Finding Questionnaire · Retirement Projection · Investment Allocation Risk Profile. This communication is strictly intended for individuals. Fact Find Questionnaire. effort in identifying his or her account number and knowing the amount to pay. Basic form used for banking and investments. Page 1 of 5. Individual Fact Find Form Confidential Fact Find for. By your (E.g. shares, bonds, debentures, insurance, managed investments). CPF. S$.