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

Resources

• Nov 9 – 10 session recording – Click here
• Analysis Engagement Letter PDF – Click here
• Client Questionnaire PDF – Click here
• Goal Planning Checklist PDF – Click here
• Goal Planning Worksheet PDF – Click here
• Financial Review Checklist PDF – Click here