How to maximize the Mini Fact Find?
Related Articles
Sending the Mini Fact Find with Your Clients
The Mini Fact Find Questionnaire (MFF) is a valuable tool for gathering essential client information before meetings. This article outlines the different methods to send the MFF to your clients. Method 1: Using the Email Button 1. Locate the desired ...
How to Set Up the Mini Fact Find Terms Acknowledgement Settings
Before any financial planning discussion, it's crucial to ensure your clients understand how their information is collected and used. This guide introduces the Mini Fact Find Agreement Terms feature in Advice Revolution. This feature allows you to ...
Activating Health, Retirement, Insurance and Estate Planning in Mini Fact Find Questionnaire
Create meaningful pre-meetings with new clients and leads using the enhanced Mini Fact Find (MFF) questionnaire. The updated MFF now provides deeper insights into your clients' personal circumstances, including: 1. Dependents: Names and dates of ...
How Do I Update Client Fact Find Information in the Adviser Portal?
Building accurate financial plans starts with gathering comprehensive client information. This guide will walk you through the process of completing the Fact Find sections accessible only to advisers such as Discovery, Advice Scope, Custom Modules, ...
Understanding the Fact Find Component Differences Between Adviser and Client Portals
In the Advice Revolution platform, some Fact Find sections can be accessed and updated by both advisers and clients, while others are restricted to advisers only. This article explains which sections are shared and which are exclusive to advisers, ...