Skip to main content

Add Household Manually

Create a Client, Prospective, Sample, and Stencil household

Written by Michael Schwabe

Overview

The key to having a great conversation with your client is to place all of their financial inventory on one, simple-rich page. Start by making a household (a framework to hang the financial tiles onto.)

Procedures

The key steps in making a Household (and Asset-Map) manually are:

  1. Click the Add a Household button

  2. Choose the Manually option

  3. Designate the Type of Household (Client, Prospective, Sample or Stencil)
    ​
    👉 A "Stencil" is a custom overlay of financials defining groups of financials you desire, or a demographic, family situation or work situation. They are comprised of $1 financial tiles. They serve as a reminder to the advisor to ask about these financials and can be edited by the financial advisor to reflect what the client says.
    👉 A "Sample" is a demonstration household with anonymized information that you create to give to clients, prospects, or use in group setting to introduce them to the Asset-Map process.
    👉 A "Prospective" is a household that, in the sales process, is not yet your client.
    👉 A "Client" has purchased services or products from you.


    The status can be changed at any time after the household is made from the Household Details page.

  4. Enter general Household information and specific Member and Legal Entity information

  5. Then apply financials to the member by using a stencil or by adding invidual tiles.

    1. Add a financial

    2. Apply a stencil

Did this answer your question?