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Add Household Manually

Create a Client, Prospective, Sample, and Stencil household

Written by Mike S

Overview

The key to having a great conversation with your client is to place all of their financial inventory on one, simple-rich document: a treasure map. A Household is a "container" that houses people and financial information as well as being a great tool to uncover a lot more.

Procedure

The key to get a client or prospect into Asset-Map is to build the household framework and then add financial tiles to the framework.

First: Add a Household

Then add financials to the map. The key steps in making a Household (and Asset-Map) manually are:

  1. Click the Add a Household button on the home page.

  2. Choose the Manually option

  3. Designate the Type of Household (Client, Prospective, Sample or Stencil). The different types of household one can make are listed below:
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    👉 A "Stencil" is a custom overlay defining groups of financials you desire; 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 tiles can be edited to reflect what the client says.
    👉 A "Sample" is a demonstration household with anonymized information that you create to give to clients, prospects, or for use in group presentatins to introduce them to the Asset-Map process.
    👉 A "Prospective" is a household that, in the sales process, is not yet your client, but who will be sharing their information with you. Discovery online fact-finder creates prospective households.
    👉 A "Client" has purchased services or products from you.

  4. Enter Household information such as their home address and contact information, as well as specific Member and Legal Entity information.

  5. Click the Add Household button in the bottom right area, which will save the framework of the household to which you apply financial information to.

Second: Add Financials

Apply financials to the members on the map by using a stencil to apply a collection of financials, or by adding invidual financials.

Stencils

Stencils apply a collection of financial placeholders on the client's map which can be edited.

Choose the Stencil

Conveniently, after adding the Household, the system switches to the household's Asset-Map page. A Stencil pop-up window may appear. Click the Show Stencils button to open the Stencil selector.

Select a desired stencil collection (example: Traditional Fact-Finder).

Edit Stencil Placeholders

Once a stencil has been applied take the following steps:

  1. Click on a stencil tile representing the financial you want to add to open its edit window.

  2. Change the placeholder information to your client's financial information on the Essentials page of the financial.

  3. Click Update to save the information to the map.

Add Financials One at a Time

  1. Click the plus sign on the top of left navigation menu or the Sidebar to add a single desired financial.

  2. Choose the type of financial

  3. Edit the Essentials page of the financial

  4. Click Create to add the financial to the update

  5. Update a financial by clicking it on the map to open its edit pages and click Update when completed making changes.

Find more details on these pages:

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