RazorPlan: Client Onboarding

This session will focus on the 3 ways you can easily gather and enter client data and how to quickly analyze results to identify the opportunities and obstacles facing your client. Dave will also share a simple checklist that will motivate your clients to tack action.

Learning Objectives

  1. Housekeeping items
  2. Start With Basic Data
    • Client Fact Finder (Fillable PDF)
    • RazorLeads (Client Link)
    • Data Wizard (Real-Time)
  3. Analyzing Results
    • Charts
    • Financial Review Checklist
    • What-if Changes
  4. Open Q&A