Our line of Fact Finders makes it easy for you to gather all your client data during an interview. “Soft” questions are mixed in to establish rapport and build trust with your client. Furthermore, the fields on the Fact Finders match the input screens in the software, making data entry a snap.
Profiles Professional Risk Tolerance Questionnaire |
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Measure an individual’s willingness to accept uncertainties in their investment performance using this six-question survey.
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Pre-Meeting Questionnaire |
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Set the stage for insightful and productive discussions. This new, eight-page questionnaire guides clients through the initial information-gathering stage so that when you’re ready to meet, they have the most relevant financial information at their fingertips. Send this form to clients prior to meetings.
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