Can I Create My Own Checklists?

Sort of! Our checklists are designed to provide you with a guide of various financial planning issues to consider, whether you’re in prep mode, or meeting a client face-to-face. Interactive Checklists, available to Premier Members, allow you to hide, edit, or add custom questions to current checklists. This way, you can craft a personalized client experience while relying on a thoroughly researched and reviewed framework.

Other Interactive Checklist Features Include:

• Add, Hide, Or Edit Questions On All Interactive Checklists
• Add Personal Notes To The Client View Header Text
• Add More Than One Recipient (Client or Prospect) To A Checklist
• Save Your Templates For Future Use
• See Who Completed An Interactive Checklist
• Updated CRM Contact Linking For Public Interactive Checklists (Previously Send To Many)
• And More!

Check out this demo (or view the demo below) to learn more about Interactive Checklists!

Not yet a member? Become A Member today!