Our advisors are constantly looking for ways to engage clients and prospects in meaningful conversations that are timely, relevant and dynamic, said Eric Clarke, CEO of Orion Advisor Services. The interactive planning capabilities of FinMason help advisors bridge a gap between a client's investment portfolio and their long-term goals around retirement income, savings, and longevity risk.
The Five-Minute Financial Plan is designed to improve the frequency and quality of touches with every client and prospect to help ensure that each one is set up with a plan that aligns with their specific goals. When clients access their plan within the portal, advisors are notified, thereby scaling their client-planning bandwidth.
With The Five-Minute Financial Plan, users can:
start planning right away - no training necessary
develop a financial plan with understandable outcomes on a single page
plan for their financial futures in five minutes or less
Advisors need to make their day more efficient and service more clients in a deeper way, said Kendrick Wakeman, CFA, founder and CEO of FinMason. By allowing clients to access their plan directly, or even initiate a plan on their own, advisors can have those value-added conversations efficiently and exactly when they are needed. It helps scale their business while also improving client service.
FinMason will be exhibiting at the 2019 T3 Advisor Conference as a sponsor from January 29th through February 1st in Dallas (Denton), Texas.