Financial planning is at the heart of what financial advisors do and is essential for gaining trust with clients, however, sales are necessary for firm profitability and to ensure that an advisor can continue providing financial advice. So as an advisor, how can you make this achievable?
In this exclusive webinar we dove into:
First Speaker: Tarsem Basraon, Co-Founder of Planworth
Tarsem is a co-founder of Planworth, a next generation financial planning software. Tarsem is an expert in tax and high net worth planning. After practicing tax and estate law with a leading national law firm, he worked as a High Net Worth Planner at a Big 6 Bank in its investment advice channel. Tarsem has been featured on numerous media outlets including BNN, Toronto Star, MoneySense and CBC.
Second Speaker: Mark McGrath, Wealth Advisor at Wellington-Altus
Mark is wealth advisor at Wellington-Altus and he has helped over 500 physicians and their families gain clarity, confidence, and comfort with their finances. He’s also coached over 250 advisors in delivering purposeful, powerful, financial planning advice, but he needed independence and freedom. So Mark joined the best investment firm in Canada, started his own practice, and got back to doing what he loves.
Third Speaker: Brandon Chapman, Founder of AdvisorFlow
Brandon is a Certified Financial Planner and the founder of AdvisorFlow. His mission is to empower all advisors to provide an elegant digital user experience that increases conversion, transition admin hours into advice hours and ultimately help more Canadians access real financial advice from a trusted advisor.
In case you missed it, we made it easy for you to catch up. The webinar has been broken up into smaller sections starting with each speaker and ending with a Q&A, enjoy!
Questions in Order:
1. Where do you add the prospects name and how do you customize it to them?
2. Do you recommend getting a Google Page?
3. What financial planning software and CRM’s does AdvisorFlow feed into?
4. How do you manage secure document transfer between planner and advisors?
5. How do you define planworth is differentiated from other planning software?
6. How much time do you usually take on your first appointment when you are meeting with the prospect?
7. How do you outsource and find reliable staff?
8. Is there a recommended number of slides in your client presentation?
9. Do you have any resources that help you develop your skills in creating presentations or have you worked with anyone to help with it?
10. What is your language or positioning regarding the value of having an advisor rather than doing it yourself?
11. How would Planworth compare to Conquest?
AdvisorFlow is a digital software for all financial advisors. We simplify data gathering for financial advisors while enhancing the client onboarding and compliance experience. Register today to automate your practice and save hours daily.
Please email us at hello@advisorflow.ca for any feedback you may have or suggestions on what topic you'd like us to host an event on next.
