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Please contact us to order
Tel: 029 2125 0400 |
Product description:
The FSA’s ‘TCF’ initiative, and now the ‘Retail Distribution Review’ together usher in a new context for offering financial-planning services. It is clear that those firms and advisers who wish to operate at the higher levels will need to demonstrate increased professionalism in all areas of their business practices. How will you do that?
One obvious way of achieving this objective is to provide a more ‘joined-up’, holistic service where a very clear picture is created of the client’s current position and future prospects. This is less easy to achieve in practice than one might think – the majority of IFA ‘backoffice’ packages very quickly turn us into ‘slaves of the system’ when it comes to servicing their data-entry requirements.
But there is a better way. After years of research, ValidPath have come across what we regard as the best standalone financial-planning system which you can either rent on a monthly subscription basis, or you can buy single-use access to the service, as and when you need it. It is this latter service which you can purchase from the ValidPath website in order to test it out for value with your clients. Here’s the deal in outline:
- Intuitive and easy to use Excel spreadsheet based system – most backoffice systems are programmed in Microsoft Access, which uses far less sophisticated algorithms to underpin calculations
- No massive data entry requirements – the software is happy with data summaries. Thus hours of work slaving over a computer keyboard are replaced with perhaps 30 minutes at the outside when using the spreadsheet Factfind
- With our system, you don’t need to learn to use new software (one of the biggest expenses of switching providers) – you just use the Factfind, and get guided through the rest. Brilliant!
- A ‘Webex’ based consultation, to which you can invite your client so that between you, you can fine-tune assumptions, objectives and outcomes – in order to agree a financial plan that the client is entirely engaged with
- The system uses ‘Montecarlo Simulation’ algorithms to provide the most reliable outcomes possible
- Output is graphic-rich to enhance your planning dialogue with the client, and during the ‘Webex’ meeting you can view those graphics, discuss their implications, and then make realistic changes
- Editable report in MS Word format – which carries across all those powerful graphic representations of the client’s present and future financial status. Without doubt this is the best personal financial planning report we have ever come across!
- £100 buys you the use of the spreadsheet factfind, the Webex meeting, helpful second opinion plus the final report for the client
- And remember: that report is a joint effort created by yourself with the client. How likely is it that the client will follow-through on your recommendations?
Download a sample Client Report here
Download a Factfind spreadsheet here
Our £100 single-usage deal is a great way of ‘trying before you buy’. It doesn’t require an ongoing commitment. It doesn’t require you to ‘learn’ a new computer package. It doesn’t mean you have to convert existing data into some new format. Sign up now to book your first session, and our team will contact you to arrange the logistics.
Special Bonus for New Subscribers
Purchase the single-use session for £100, and we’ll throw in a free report, “Maximise Profits From Holistic Planning”.
Contact us for more information at:info@validpath.co.uk. or click here.
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Personal Financial Planning Program