Mini Fact Find
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 ...
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 ...
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 ...
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 ...
Can I send the updated Mini Fact Find Questionnaire to Existing Clients?
Yes, you may send the updated Mini-Fact Find Questionnaire to clients who previously completed an earlier version. The updated MFF questionnaire may include new questions about basic health, retirement, and estate planning to ensure your client ...
Enhanced Mini Fact Find Questionnaire
Create meaningful pre-meetings with new clients and leads with the enhanced Mini Fact Find questionnaire. The enhanced MFF now gathers deeper insights into your clients' personal circumstances, including: 1. Dependents: Names and dates of birth 2. ...
How to maximize the Mini Fact Find?
How to insert existing data into the mini fact find form via url parameters
The below details will explain how you can add existing data points into our online form capture such as the mini fact find. Data from your CRM or email marketing tool can be inserted automatically so a client doesn't have to re-enter it. URL Query ...
How do I access the information provided by my clients in the Mini Fact Find Questionnaire?
When your client has completed their Mini Fact Find questionnaire, you will receive an auto-generated notification in your adviser email address. You can also check their Mini Fact Find Information via the “Download Doc” button on the Adviser Home ...
How do I customise the Mini Fact Find questionnaire?
There are two ways on how you can customize the Mini Fact Find Questionnaire. a. Via the "Mini Fact Find Setting" in the Adviser menu. This setting allows you to set a default setting for your entire client. Go to the Adviser menu in the top left ...
How can I send the Mini Fact Find Questionnaire to my clients?
In the clients’ list table on the Adviser Home Page, advisers may send the Mini Fact Find to clients and leads in 3 ways: 1. Via "Email" button. Clicking the "email" button will automatically send an email to your client with a link inside the email ...