You've sent the Client Interview to your prospect or client. Check!
(If you don't know what that is, click here.)
They've completed it and you've made their Asset-Map. Check!
Now you'd like to learn more about their thoughts regarding risk, savings, and investment experience. We've got you covered.
The Investor Profile provides you a record of their objectives and experiences. It's part of the Fact Finder Summary Report (downloadable from the Reports tab).
Here's how to use it and make an electronic copy for sharing and printing.
Click into the Investor Profile section and fill out the form.
Then click SAVE.
Create an electronic report from the Reports tab.
Note: some of this information is reflected on the Household Key Financial Figures page, too!