Comparing the benefits and tradeoffs of one decision vs. another is something we all do in our daily lives. Whether it’s the best route to take to work, buying one item over another, or in the case for all financial advisors, suggesting one financial strategy for a client versus another.
We understand this common scenario, which makes our Plan Alternatives feature (formerly known as Sandboxes) within the Conquest application a beneficial tool for any advisor. It allows you to create multiple versions of a client’s plan, and then run live comparisons to view the different outcomes of each plan side-by-side, to identify the best plan a client should adopt to achieve their financial goals.
In this video, we cover the revamped Plan Alternatives feature to show you exactly how it can provide both the client and the advisor piece of mind in knowing that the strategies they choose to pursue are the most effective towards making a client’s financial goals a reality.
