What is the #1 process you have in your practice that makes you efficient?

Being able to move Inspired Money forward, this is a question I had to ask myself very early. This allowed me to remove myself from the technical aspects of the advisory process and focus on driving ...

technology

deborah.kent

Advisely Board

2 years ago

hi conrad thanks for posting your question, we have just put on a client portal that integrates with xplan, we have found this to be a great move existing clients can up date their data ie; bank accounts etc and with a new client we profide them with a short fact find in the portal pre first appointment, then we get them to fill out the full fact find which is in the portal this then integrates with xplan we check the data and if there is something missing we just need to fix it. We used to use fact finds which we would send to the client or fill with the client then this data was transferred into xplan = double entering data. We also use if for document sharing using docusign for execution this has cut out time down significantly in servicing the client

conrad
Advisely Contributor
2 years ago
well done Deb, the next focal point if you haven't thought about it is "How can your portal assist in providing a secure environment for communications?"

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