Wealth Plan Update Form
Use this resource to gather important updates from clients ahead of their review so that you can update their plan and prepare any needed materials.…
Tag: Client questionnaire
Client Survey Strategy Questionnaire
Use this resource to develop an intentional strategy that will maximize the effectiveness of your client surveys. Download
Sample Client Survey Questions
Use these sample questions to build your firm’s annual client survey. Download
Sample Confidential Profile (Fillable PDF – Editable Logo and Disclosures)
Use this resource to gather important information from prospects during your financial planning process. (Fillable PDF with editable logo and disclosure sections.) Download
Personal Preference Questionnaire
Use this questionnaire as part of your new client onboarding process or at any time during your relationship to gather information about their hobbies, favorite…