Are we there yet?

Document created by Michael Kinens Employee on Feb 12, 2016Last modified by Michael Kinens Employee on Feb 17, 2016
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Many of the clients you engage have never undertaken or experienced 'financial planning' and would therefore benefit from some 'hand-holding'. Having a 'map', or more precisely a graphic which outlines your process and highlights exactly where they are at in that process, will greatly assist.

 

Its worth noting that Tasks within a Thread (XPLAN's workflow engine) have been used to automatically update the graphic as we move through the process.

 

The following is a simple example of what could be done:

image.png

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