One of our top requests is for a simple way to collect information from prospects and clients prior to a meeting. RetireUp's Fact Finder template can be downloaded here:
This financial planning questionnaire is designed to be easily filled out by a client, collecting only the core information necessary for a good plan, while also easy to enter into RetireUp.
Did you know that you can skip financial planning questionnaires altogether? Check out how advisors are using collaborative planning to produce more in less time!
Want to see it in action with one of your own clients? Get in touch with a RetireUp Coach online, at 800-935-6880 or email at firstname.lastname@example.org.