sharyn.evans8
12 months agoVirtual Explorer
Overlaying key life events against portfolio balance reports
We have been discussing as a team if it would be more meaningful for clients for us to overlay key life events (the purchase of a house, paying for a child's wedding, receiving an inheritance etc) ov...
anne.graham
Advisely Board
12 months agoThat's a great idea sharyn.evans8. We work with people mostly planning for retirement so we generally incorporate the 'wish list' into the modelling. This would typically include travel, car purchase, possible gifts to children. We also do scenario modelling which generally revolves around downsizing and gifting and this not only shows the client what is affordable, but better yet, promotes valuable conversation which enhances the client/adviser relationship. I think your idea of producing a Personal Life Events Report, especially if it's visual, would be greatly appreciated by your clients.
Recent Discussions
How well do your clients sleep at night?
The more you look at studies on what makes happy retirees, the more obvious it becomes that your retiree clients don’t care about asset allocation; they care about knowing they can keep a roof over t...ben.marshan3 days agoAdvisely Partner18Views3likes1CommentUpdating Wealthsolver / IPS with current AA and fees
Hello, I need to update Xplan so the information shown in my SOA reflects the correct Asset Allocation and fees from the investment product. Xplan (wealthsolver and IPS) currently show the AA from...bridget.poolman5 days agoSocial Sightseer43Views1like2CommentsAI File Note Summaries - Future Xplan Feature??
I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino. What is the likelihoo...luke.watson318 days agoAdvisely Contributor159Views6likes9Comments
Related Content
There is a clear disconnect between how we, as advisers, approach retirement income and what clients actually want.