Building a plan, thinking of different strategies to meet goals, and stress-testing various scenarios to create the ideal plan for a client in a time-efficient manner is a struggle all financial advisors have felt or are feeling right now. With the average financial plan taking roughly 10 hours to complete, many advisors spend large portions of their day on this tiresome trial and error process when that time could be used elsewhere.
Well, what if we told you there was a way to solve an entire financial plan with the click of a button? Sounds impossible, we know. But by pairing together our Auto Planning and Financial Well-Being features within the Conquest application, users can turn this dream into a reality and solve an entire plan with one click!
Watch our newest Conquest Tooltip video below to see this in action and learn how the Auto Plan with SAM and Financial Well-Being features can help you create a sound financial plan in a short amount of time. Allowing you to free up more time in your day to continue to build strong relationships with your clients.
