Are you a...
Rate your goals in order of importance?
How many financial advisers do you have?
How many paraplanners do you have?
How many admin support do you have?
What do your clients value most about your advice?
What percentage of your prospects are deterred by fact-find forms?%
What is your initial meeting conversion rate?%
How engaged are your clients in your advice experience - from initial meeting to SOA?
What percentage of your time is spent in front of clients?%
Do you outsource your paraplanning?
For the next set of questions, please enter an estimated hourly rate/cost for these roles?
How much time do you spend on admin & compliance per month?
How many SOAs do you produce per month?
What is the average time to produce a single 1-2 advice strategy SOA? (If you outsource enter the cost)
What is the average time to produce a 3-5 advice strategy SOA? (If you outsource enter the cost)
What is the average time to prepare & conduct a client review?
Your Advice Efficiency Report can then be viewed and revisited
This report provides you with an overall advice efficiency score across each area within your advice process. It identifies where you may have inefficiencies and how a.i. may help you lower your advice costs and scale for growth.
a.i.'s WealthMap takes paraplanning out of your advice process. And our WealthApp provides clients with real-time transparency to their advice, services, fees, goals, cash flow and portfolios.
Your practice has the opportunity to enter into a whole new world of increased client engagement and advice efficiency, leaving you time to focus on growth. Learn how now by booking a demo.