What web browsers are compatible with the Mini Fact Find Questionnaire?
Mini Fact Find Questionnaire is optimised for use with Google Chrome but will still work on any browser.
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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 ...
Using Advice Revolution for New Clients
Effectively collect pre-meeting client information with our Mini Fact Find feature. This guide walks you through the process of sending Mini Fact Find questionnaires to your new clients. Sending the Mini Fact Find Questionnaire Step 1: Add a New ...
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 can I send the Mini Fact Find Questionnaire to my clients?
In the clients’ list table, you can see buttons “Copy” “Email”. These are the 2 ways on how you send the Mini Fact Find to your clients. Copy button will allow you to copy the link. You can then send that link to your client in any manner you want ...
Getting to Know the Browsers Compatible with Advice Revolution
Advice Revolution is designed to work optimally with Google Chrome. However, we understand that users have different browser preferences. This article outlines the web browsers supported by Advice Revolution. Supported Web Browsers: Advice Revolution ...