Simplify Financial Planning
Would you like a turnkey solution to financial planning? With D2’s efficient plan production process, you can build a systemized approach to increase your efficiency in advice delivery. Your process will also provide high-level, well-documented rationales for that advice.
Dynamic Directions’ plan production experts can help you:
- Reduce your frustrations with delivering advice.
- Integrate the appropriate Financial Planning tools and systems into your practice to benefit from their functionality.
- Increase your total GDC payout by hitting Financial Planning Bonus levels within your broker/dealer measurements.
- Spend more time with clients and prospects while reducing employee management concerns.
- Hire a team proficient in managing your relationship.
D2’s plan production process:
- Engage client in annual planning
- Build emotion around their dreams and concerns
- Collect data, clarify assumptions and create draft analysis
- Review draft and discuss relevant strategies
- Adjust analysis and prepare advisor recommendations
- Finalize advice illustrations to implement with your client