Tools to move your financial practice to the next level
“When this is completed, you will have the information needed to make that first
in-person meeting more meaningful and successful.” – Brad Connors, CEO iWealth
Our pre-meeting template makes gathering prospect information extremely easy. Simply email your prospect our pre-meeting link which walks them through your introduction video and links for them to complete a:
1. Riskalyze Questionnaire
2. FDC Plan on Purpose
“Where are your Gaps” survey
3. Document Checklist for items that should be gathered prior to the meeting.
When this is completed, you will have the information needed to make that first in-person meeting more meaningful and successful.
Client Meeting Agenda (CMA)/Trello
We have created a custom process with an easy-to-follow cadence, using technology that will allow you to conduct
these strategy sessions with ease and confidence. Our process ensures that you will consistently be prepared for your upcoming meetings two weeks in advance.
Redtail Workflows & Templates
We have created automated workflows to help walk you and your team through the most common business processes. These templates were created using best practices to increase efficiency and eliminate common errors. They help you and your team stay on track and monitor your progress.