Fact Finder
Skilled and successful financial professionals recognize that collecting and managing important marketing and selling data is the key to a smooth and profitable practice. My clients know that an effective system has 3 interdependent parts:
- They regularly use a printed Fact Finder to collect important fact and feeling information about the client, his contacts, and his advisors.
- They have in place CRM Software (Client Relationship Management), which permanently stores client information and manages most marketing activities.
- They use compliance-approved proposal software, which transfers information from your Fact Finder and generates recommendations and proposals for your clients and prospects.
Some Articles on Fact Finders:
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- The Fact Finder – The Sales Person's Best Friend?
- Fact Finders are often ignored and their purpose unappreciated. This "Ask the Coach" column explains why you should reexamine your attitude about gathering facts – and how your practice can improve by using this invaluable tool.
- Read article
- To save article: Windows right-click, Mac click & hold.
- The Fact Finder Revisited
- The humble Fact Finder is probably the best kept secret for improving your marketing and sales effectiveness. Yet it's not flashy or trendy - it just works. Read this new article, which provides a comprehensive overview on how to use this fabulous form to improve your practice.
- Read article
- To save article: Windows right-click, Mac click & hold.
If you have any questions regarding the completion of the Fact Finder worksheets, you may call me at (510) 898-3245 or email me.
To save the Printable Fact Finder WORKSHEETS BELOW: Windows right-click, Mac click & hold.