Manually keying client information is one of the biggest pain points within our profession. It can also cause inefficiencies and inaccuracies throughout your entire financial planning process. Here are a few steps you can take to start eliminating the need to manually key client information and with it streamline your financial planning process.
If you wish to start eliminating the need to manually key client information throughout your entire financial planning process, we hope these few steps will help. However, it all starts with how you collect your client’s information.