“Simplicity is the ultimate sophistication.” ~ Leonardo Da Vinci
Leonardo was a great artist and a great engineer. He knew how to put the most important features in the prime position so the eye would naturally settle where he intended. He could add detail that did not distract from the main image, but rather work to enhance the whole.
The art of planning is, as most seasoned advisors know, only part of real professional success. Presenting planning information in a way that truly informs and motivates clients is just important as the planning tesults. Clients that really understand their results can move on to make well informed financial decisions.
We often hear from advisors that “less is more” when it comes to printed reports. While advanced planning often requires extensive and detailed output to verify and validate that the planning model matches your intentions, the report the client sees can often be much shorter. It turns out that fewer pages can let you focus on the primary issues and keep your conversation with your client on track.
Simple cues motivate and communicate effectively. Highlighting key phrases in reports, circling particular years or numbers and drawing on graphs are all ways to make your point and focus attention on the most important issues you want your client to understand from their report.
Both TOTAL Planning Suite and Silver Financial Planner have custom report options that allow you to create, save and utilize multiple page collections that fit your particular presentation preferences.
Product News: TOTAL Online Integrations Vote
Money Tree’s team is hard at work developing integrations we plan to include with the launch of TOTAL Online. We would like your help to find out which integrations are most important for you and your planning practice by voting for your top integration choice.
2013 In-Depth Workshops: Half-Day Silver Training in Denver June 7th
Less than 10 spots remain for this workshop! Register today and secure your spot to spend an afternoon learning and interacting with the creator of Silver Financial Planner, Money Tree’s President Mark Snodgrass. This half-day, in-depth training is dedicated to Silver Financial Planner and Silver Online, held in downtown Denver on Friday, June 7th.
Tech Tip: Streamline Reports with Custom Report Sets
As noted in the main article, TOTAL Planning Suite and Silver Financial Planner have a report customization feature allowing you to create, save and utilize report page collections that fit your particular presentation preferences. Find out how to create custom reports for Easy Money and Golden Years in the TOTAL Planning Suite and Silver Financial Planner.