One of the most important tasks for financial advisors is staying on top of everything that makes up a good financial plan-reviewing tax returns, estate planning, education planning, etc.
After many years of working with multiple lists and producing less than desired results, we developed a tool-My Dashboard-a checklist on the various aspects that make up a financial plan. Now we are able to see what has and hasn’t been completed with each client and how often each area needs to be reviewed. We’ve turned My Dashboard into an online tool that we review at each client meeting. After each update, the client gets a copy and they know what will be reviewed at our next meeting. The results, our clients now see that we ARE on top of everything.