Using Financial Planning Checklists Within Your Team

If you work as a team with other advisors, checklists may offer an appealing solution that can help you add more structure to the advice you provide to your clients. This becomes a big obstacle facing advisory firms as they add more advisors to their team. There are a few scenarios presented by our members where they found the checklists and flowcharts to be crucial in delivering a great experience for their clients.

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