Astute Wheel provide tools for Financial Planners to enhance their client experience to grow and improve their business.
The Astute Wheel 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).