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When creating a comprehensive financial plan for your new client, it would be ideal to have a team of experts on hand. More than likely, though, you alone will be responsible for the entire process, from gathering data to instituting the plan. Use this checklist to keep you organized and on track.
Having difficulty extracting the paperwork you need from clients? Try giving them a checklist that outlines all the documents you need and explains why this information is essential to their financial plans.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
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