ADDRESSING THE ADOPTION CHALLENGE
One enduring challenge for many organizations is driving full adoption of Financial Planning to deliver a personalized, Goals-based Client Experience. Too often the focus simply on the Planning Software or Platform, with little focus on the Process. Consider these statistics:
Average Number of Financial Plans developed per Advisor annually
Industry Average for hours required to complete a Financial Plan
Full Weeks required to complete a traditional Financial Plan for a book of 150 clients
Clients who stated they would “Rather go to the DMV than develop a Financial Plan”
These statistics demonstrate that there must be a better way. A new way that drives Adoption.
THE RAPID PLANNING PROGRAM
The Rapid Planning Process delivers a clear and efficient framework for leveraging your specific Financial Planning software to deliver a collaborative Goals-based Experience in less than 45 minutes.
TOPIC ONE: CHANGING THE PARADIGM
Aligning to The Rapid Planning Process
TOPIC TWO: ENGAGING YOUR CLIENTS
Leveraging Your Financial Planning Software to Deliver the Rapid Planning Experience
TOPIC THREE: POSITIONING FOR PRIMACY
The Data Aggregation Conversation
TOPIC THREE: MONETIZING THE PROCESS
The Asset Consolidation Conversation
The Rapid Planning Process enables Advisors to “compress the time to value”, delivering tangible value to the client in one meeting and getting more clients engaged in the full Financial Planning process.