PreciseFP 4.0
Application Overview
Every TUESDAY and THURSDAY
a @ 4:00 p.m. ET:
Reserve my spotQuick Overview (1 min)
Discover the power of automated client forms. We will show you how to WOW! your clients with leading-edge client-facing technology while allowing your firm to get out of the data-entry business forever. With PreciseFP, you can actually lower the cost of creating a financial plan by 40% or more.
Acquiring and Retaining Clients with Advanced Data Gathering
Every WEDNESDAY
@ 4:00 p.m. ET:
Quick Overview (1 min)
Learn how to use PreciseFP as a Marketing Delivery Platform. During this webinar, we’ll show you how to offer clients and prospects freemium content that addresses pain points that they are experiencing. Old-school marketing is broken. Come and learn how how to attract the next wave of clients.
Creating and Sending Forms and Using e-Signatures
Every monday
@ 4:00 p.m. ET
Quick Overview (1 min)
Learn how to easily create stunning, engaging forms in a very short time. Once created, we’ll show you how to send forms to prospects and clients and how to make your forms available on your website. This webinar will be loaded with best practices that will allow you to maximize your investment in the PreciseFP platform.
Webinars Calendar
| Title | Date | Start Time | Duration | Register |
|---|---|---|---|---|
| Acquiring and Retaining Clients with Advanced Data-Gathering
Seminars and direct mail no longer work. To attract and retain clients, advisors need a method and mechanism that both educates and also allows clients and prospects to be heard. Nothing does this better than forms. Surprised? You may think that forms are nothing more than an administrative necessity. Think again! Forms and advanced data-gathering techniques can help build your business by bringing you more engaged leads. They can also help you run a more efficient and compliant practice. And, if properly designed and deployed, they can keep clients engaged in the planning process, thereby ensuring they remain clients for a long time. See for yourself how advisors are providing customized data-gathering and engagement experiences for their clients and prospects. Forms can expand your website offering and engage prospects and clients on topics that resonate with them. Let prospects come to the conclusion that they need your services on their own, rather than you telling them they do. That's the power of advanced data-gathering. Come and see for yourself! You will see how forms (Yes forms! Who would have thought!?) and advanced data-gathering techniques can: -Build Your Business -- We'll give you real examples of engaging forms that you can incorporate on your website and/or use in email campaigns that will result in getting you more leads -- guaranteed! -Take Your Practice to Greater Levels of Efficiency -See how forms can reduce the cost (your cost) of creating financial plans by 40% or more. -See how proper data-gathering makes it easy to meet the DOL Best Interest Rule. -Ensure that Clients Remain Engaged (and therefore remain your clients) Throughout the Planning Process | 16 Aug, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!) | 17 Aug, 2017 | 4:00pm EDT | 1 hour | Register |
| Creating and Sending Forms and Using e-Signatures
PreciseFP is the Number One Integrated Online Client Data-Gatherer. Learn how to easily create stunning, engaging forms in a very short time. Once created, we’ll show you how to send forms to prospects and clients and how to make your forms available on your website. This webinar will be loaded with best practices that will allow you to maximize your investment in the PreciseFP platform. | 21 Aug, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!). | 22 Aug, 2017 | 4:00pm EDT | 1 hour | Register |
| Acquiring and Retaining Clients with Advanced Data-Gathering
Seminars and direct mail no longer work. To attract and retain clients, advisors need a method and mechanism that both educates and also allows clients and prospects to be heard. Nothing does this better than forms. Surprised? You may think that forms are nothing more than an administrative necessity. Think again! Forms and advanced data-gathering techniques can help build your business by bringing you more engaged leads. They can also help you run a more efficient and compliant practice. And, if properly designed and deployed, they can keep clients engaged in the planning process, thereby ensuring they remain clients for a long time. See for yourself how advisors are providing customized data-gathering and engagement experiences for their clients and prospects. Forms can expand your website offering and engage prospects and clients on topics that resonate with them. Let prospects come to the conclusion that they need your services on their own, rather than you telling them they do. That's the power of advanced data-gathering. Come and see for yourself! You will see how forms (Yes forms! Who would have thought!?) and advanced data-gathering techniques can: -Build Your Business -- We'll give you real examples of engaging forms that you can incorporate on your website and/or use in email campaigns that will result in getting you more leads -- guaranteed! -Take Your Practice to Greater Levels of Efficiency -See how forms can reduce the cost (your cost) of creating financial plans by 40% or more. -See how proper data-gathering makes it easy to meet the DOL Best Interest Rule. -Ensure that Clients Remain Engaged (and therefore remain your clients) Throughout the Planning Process | 23 Aug, 2017 | 4:00pm EDT | 1 hour | Register |
| PreciseFP + Wealthbox: Automation Just Got Better!
Integrated with Wealthbox CRM, PreciseFP engages clients and prospects through customized and personalized online forms that advisors create in minutes. Instead of sending long, generic questionnaires, impress clients with forms that focus on their unique needs. Data from Wealthbox pre-fills the forms, so clients have less work. Also, data flows to Wealthbox, eliminating the need for data entry by staff. Come and see for yourself how advisors are providing paperless, customized data-gathering experiences for their clients and prospects. We'll show you how incredibly easy it is to create forms for a specific client. You'll also see how data flows seamlessly to Wealthbox, avoiding time-consuming data-entry and costly keystroke (i.e. "Bad Data") mistakes | 24 Aug, 2017 | 4:00pm EDT | 1 hour | Register |
| Creating and Sending Forms and Using e-Signatures
PreciseFP is the Number One Integrated Online Client Data-Gatherer. Learn how to easily create stunning, engaging forms in a very short time. Once created, we’ll show you how to send forms to prospects and clients and how to make your forms available on your website. This webinar will be loaded with best practices that will allow you to maximize your investment in the PreciseFP platform. | 28 Aug, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!). | 29 Aug, 2017 | 4:00pm EDT | 1 hour | Register |
| Acquiring and Retaining Clients with Advanced Data-Gathering
Seminars and direct mail no longer work. To attract and retain clients, advisors need a method and mechanism that both educates and also allows clients and prospects to be heard. Nothing does this better than forms. Surprised? You may think that forms are nothing more than an administrative necessity. Think again! Forms and advanced data-gathering techniques can help build your business by bringing you more engaged leads. They can also help you run a more efficient and compliant practice. And, if properly designed and deployed, they can keep clients engaged in the planning process, thereby ensuring they remain clients for a long time. See for yourself how advisors are providing customized data-gathering and engagement experiences for their clients and prospects. Forms can expand your website offering and engage prospects and clients on topics that resonate with them. Let prospects come to the conclusion that they need your services on their own, rather than you telling them they do. That's the power of advanced data-gathering. Come and see for yourself! You will see how forms (Yes forms! Who would have thought!?) and advanced data-gathering techniques can: -Build Your Business -- We'll give you real examples of engaging forms that you can incorporate on your website and/or use in email campaigns that will result in getting you more leads -- guaranteed! -Take Your Practice to Greater Levels of Efficiency -See how forms can reduce the cost (your cost) of creating financial plans by 40% or more. -See how proper data-gathering makes it easy to meet the DOL Best Interest Rule. -Ensure that Clients Remain Engaged (and therefore remain your clients) Throughout the Planning Process | 30 Aug, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!) | 31 Aug, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!). | 5 Sep, 2017 | 4:00pm EDT | 1 hour | Register |
| Acquiring and Retaining Clients with Advanced Data-Gathering
Seminars and direct mail no longer work. To attract and retain clients, advisors need a method and mechanism that both educates and also allows clients and prospects to be heard. Nothing does this better than forms. Surprised? You may think that forms are nothing more than an administrative necessity. Think again! Forms and advanced data-gathering techniques can help build your business by bringing you more engaged leads. They can also help you run a more efficient and compliant practice. And, if properly designed and deployed, they can keep clients engaged in the planning process, thereby ensuring they remain clients for a long time. See for yourself how advisors are providing customized data-gathering and engagement experiences for their clients and prospects. Forms can expand your website offering and engage prospects and clients on topics that resonate with them. Let prospects come to the conclusion that they need your services on their own, rather than you telling them they do. That's the power of advanced data-gathering. Come and see for yourself! You will see how forms (Yes forms! Who would have thought!?) and advanced data-gathering techniques can: -Build Your Business -- We'll give you real examples of engaging forms that you can incorporate on your website and/or use in email campaigns that will result in getting you more leads -- guaranteed! -Take Your Practice to Greater Levels of Efficiency -See how forms can reduce the cost (your cost) of creating financial plans by 40% or more. -See how proper data-gathering makes it easy to meet the DOL Best Interest Rule. -Ensure that Clients Remain Engaged (and therefore remain your clients) Throughout the Planning Process | 6 Sep, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!) | 7 Sep, 2017 | 4:00pm EDT | 1 hour | Register |
| Creating and Sending Forms and Using e-Signatures
PreciseFP is the Number One Integrated Online Client Data-Gatherer. Learn how to easily create stunning, engaging forms in a very short time. Once created, we’ll show you how to send forms to prospects and clients and how to make your forms available on your website. This webinar will be loaded with best practices that will allow you to maximize your investment in the PreciseFP platform. | 11 Sep, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!). | 12 Sep, 2017 | 4:00pm EDT | 1 hour | Register |
| Acquiring and Retaining Clients with Advanced Data-Gathering
Seminars and direct mail no longer work. To attract and retain clients, advisors need a method and mechanism that both educates and also allows clients and prospects to be heard. Nothing does this better than forms. Surprised? You may think that forms are nothing more than an administrative necessity. Think again! Forms and advanced data-gathering techniques can help build your business by bringing you more engaged leads. They can also help you run a more efficient and compliant practice. And, if properly designed and deployed, they can keep clients engaged in the planning process, thereby ensuring they remain clients for a long time. See for yourself how advisors are providing customized data-gathering and engagement experiences for their clients and prospects. Forms can expand your website offering and engage prospects and clients on topics that resonate with them. Let prospects come to the conclusion that they need your services on their own, rather than you telling them they do. That's the power of advanced data-gathering. Come and see for yourself! You will see how forms (Yes forms! Who would have thought!?) and advanced data-gathering techniques can: -Build Your Business -- We'll give you real examples of engaging forms that you can incorporate on your website and/or use in email campaigns that will result in getting you more leads -- guaranteed! -Take Your Practice to Greater Levels of Efficiency -See how forms can reduce the cost (your cost) of creating financial plans by 40% or more. -See how proper data-gathering makes it easy to meet the DOL Best Interest Rule. -Ensure that Clients Remain Engaged (and therefore remain your clients) Throughout the Planning Process | 13 Sep, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!) | 14 Sep, 2017 | 4:00pm EDT | 1 hour | Register |
| Creating and Sending Forms and Using e-Signatures
PreciseFP is the Number One Integrated Online Client Data-Gatherer. Learn how to easily create stunning, engaging forms in a very short time. Once created, we’ll show you how to send forms to prospects and clients and how to make your forms available on your website. This webinar will be loaded with best practices that will allow you to maximize your investment in the PreciseFP platform. | 18 Sep, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!). | 19 Sep, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!) | 21 Sep, 2017 | 4:00pm EDT | 1 hour | Register |
| Creating and Sending Forms and Using e-Signatures
PreciseFP is the Number One Integrated Online Client Data-Gatherer. Learn how to easily create stunning, engaging forms in a very short time. Once created, we’ll show you how to send forms to prospects and clients and how to make your forms available on your website. This webinar will be loaded with best practices that will allow you to maximize your investment in the PreciseFP platform. | 25 Sep, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!) | 28 Sep, 2017 | 4:00pm EDT | 1 hour | Register |
| Creating and Sending Forms and Using e-Signatures
PreciseFP is the Number One Integrated Online Client Data-Gatherer. Learn how to easily create stunning, engaging forms in a very short time. Once created, we’ll show you how to send forms to prospects and clients and how to make your forms available on your website. This webinar will be loaded with best practices that will allow you to maximize your investment in the PreciseFP platform. | 2 Oct, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!) | 5 Oct, 2017 | 4:00pm EDT | 1 hour | Register |
| Creating and Sending Forms and Using e-Signatures
PreciseFP is the Number One Integrated Online Client Data-Gatherer. Learn how to easily create stunning, engaging forms in a very short time. Once created, we’ll show you how to send forms to prospects and clients and how to make your forms available on your website. This webinar will be loaded with best practices that will allow you to maximize your investment in the PreciseFP platform. | 9 Oct, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!) | 12 Oct, 2017 | 4:00pm EDT | 1 hour | Register |
| Creating and Sending Forms and Using e-Signatures
PreciseFP is the Number One Integrated Online Client Data-Gatherer. Learn how to easily create stunning, engaging forms in a very short time. Once created, we’ll show you how to send forms to prospects and clients and how to make your forms available on your website. This webinar will be loaded with best practices that will allow you to maximize your investment in the PreciseFP platform. | 16 Oct, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!) | 19 Oct, 2017 | 4:00pm EDT | 1 hour | Register |
| Creating and Sending Forms and Using e-Signatures
PreciseFP is the Number One Integrated Online Client Data-Gatherer. Learn how to easily create stunning, engaging forms in a very short time. Once created, we’ll show you how to send forms to prospects and clients and how to make your forms available on your website. This webinar will be loaded with best practices that will allow you to maximize your investment in the PreciseFP platform. | 23 Oct, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!) | 26 Oct, 2017 | 4:00pm EDT | 1 hour | Register |
| Creating and Sending Forms and Using e-Signatures
PreciseFP is the Number One Integrated Online Client Data-Gatherer. Learn how to easily create stunning, engaging forms in a very short time. Once created, we’ll show you how to send forms to prospects and clients and how to make your forms available on your website. This webinar will be loaded with best practices that will allow you to maximize your investment in the PreciseFP platform. | 30 Oct, 2017 | 4:00pm EDT | 1 hour | Register |
| Application Overview
PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects. PreciseFP allows you to meet the DOL/Best Interest Standards while also saving 40% on the cost of creating financial plans. Client profile data can be easily shared with your CRM and other financial planning tools so that you can get out of the data entry business forever. And clients and prospects return to pre-filled forms, further encouraging their engagement on topics that you can "touch" them with throughout the year (e.g. End of year tax planning, College Planning, Social Security Planning, Financial Goals Checkup, and more!) | 2 Nov, 2017 | 4:00pm EDT | 1 hour | Register |
| Sample Webinar
Welcome! Please start registering by entering your name and email address. For those who can’t attend our live session, we’ll provide a recording. Details: - We will be using GoToWebinar. - You can join our session by using a Mac, PC or a mobile device. Agenda: - Welcome and introductions - Demonstration and questions | 3 Feb, 2018 | 6:19pm EST | 1 hour | Register |
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Study: Implementing fiduciary rule will cost industry $4.7B. BTW, @PreciseFP can do it a lot cheaper. https://t.co/eFfkVzY88B #fintech
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