Financial plan delivery, from first questionnaire to a plan they act on
A ready-made planning workflow for RIAs. Households share goals and documents in your portal. You build the plan, present it and track what gets done.
- Steps
- 11 steps
- Typical length
- 2 to 4 weeks
- Who’s involved
- Client and spouse, Financial planner, Financial advisor, Portfolio manager, Operations
- Works with
WealthboxSalesforce
Calendly
Google Calendar
Zoom
Google Drive+1
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Kick off
2 steps - 2
Collect data
2 steps - 3
Build the plan
2 steps - 4
Present and decide
3 steps - 5
Implement
2 steps
A good plan stalls right after the presentation
Data gathering drags for weeks, the meeting goes well, and then nobody owns the next step.
A checklist built from their goals
The goals questionnaire decides which statements and policies each household owes you.
Gaps closed in one request
When the numbers don't add up, the planner asks once, with every question together.
Every yes becomes a task
Each recommendation the client accepts lands with an owner on your team.
- Share goals and priorities
- Book the discovery call
- Upload statements and policies
- Fill in the missing numbers
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the set of steps every planning client goes through, from the goals questionnaire to the last implementation task, run the same way each time. In Hubflo, the household's steps show up in their portal and your team's steps show up as tasks.
