The truth is, clients love video. Video is motivating and speaks to their senses. So why no put videos in your PreciseFP forms? After all, your clients want to be motivated to engage with your forms and provide you with the data you need.
We have great news! Announcing the PreciseFP Video Library!
Now, you can use our PreciseFP videos in your PreciseFP forms! Get your clients excited about providing you with the best quality data possible, so that you can plan for their financial future. Now you can with our PreciseFP video that explains to clients why they should be motivated to empower you by providing you with the most complete financial profile possible.
Want to impress upon your clients the importance of tax planning? Use our Tax Planning video to motivate your clients and show them that you care about saving them dollars on their taxes.
How to Use Videos