Create your own fact finder household
In this article we'll create a printable blank fact finder that you can print as needed. We will create a sample household named "Blank Fact-finder".
Click "+" to add household and select "Manual"
Select "Sample" type from the picklist.
Suggestion: name the household "Blank Fact-finder" or something memorable for this purpose.
Alternatively you can use the actual household name to make it specific to the client or prospect. If this is the case select "client" or "prospective" type instead of "sample".
Add members with ages over 10 (ten) years old in your sample.
(Tip! Use a short underline "_________" in the first name and last name fields. Later, if you're on paper your client can fill in their name.)Save the household and apply a Traditional Fact Finder Stencil. Instructions on how to apply a stencil is located here.
Create the electronic version (PDF) of your fact-finder from the Reports Center page. Be sure to consider checking the Financial Fire Drills box so it is part of the report. If you have not made the sample specific to a client, you can use it over and over again.
Alternatively, consider using the Discovery fact-finder. The prospect can do it right on their mobile device! When the questionnaire is completed your client or prospect has created an Asset-Map in your book of business!
Bonus! Financial Fire Drills
These help you and the client examine six events that commonly change the course of financial well-being.
Tags: discovery, Teacher, 403b, Yellow Pad, Bridge, enrollment, non profit, blank, asset-map. asset-maps, fact, finder, interview, questionnaire
7/2024