Sales Tools
The Wealth Check QUIZ helps clients and prospects identify areas of planning that they may not have thought about before or may not have know their advisor offered. The QUIZ is in planning modules and therefore can be easily customized for advisors who offer varied services. It is a web based exercise that takes clients approximately 5 minutes to complete. A print version is available although it does not have the same impact given it's not dynamic.
LifeFirst Planning Software is a client discovery tool advisors can use to better understand their clients values and goals and how the relate to their wealth. The software helps advisors and clients discover and define their values and goals and then identify the financial implications of those values and goals as the relate to the clients financial plan.
