AstuteWheel provide tools for Financial Planners to enhance their client experience to grow and improve their business.
The AstuteWheel Toolset of over 30 tools and modelling calculators helps Financial Advisers:
- Gather key information from prospects and clients prior to meetings (efficiency).
- Better prepare for meetings so the real value of advice is shown early on (control).
- Simplifiy the complex and explain what financial planning is in plain English (education).
- Model options live to visually illustrate how particular strategies would benefit them (value).
- Price your fee-for-advice (sales).
- Produce comprehensive file notes and save time on para-planner briefings (compliance).
- Promote their services to gain new prospects (marketing).