🤓 Xplan Hint: Let your clients Visualise their future from the get-go

courtney.youngblutt

Did you know you can use Visualise as part of your onboarding process, providing clients with a projection of their potential financial future within minutes?

Instead of spending your first meeting collecting data, use Visualise to engage your clients right from the start and effectively demonstrate the value of your advice immediately. 

Transform your client onboarding:

• Fact-Find playback: Start by playing back the pre-completed (or partially completed) fact find. Use the Visualise fact find screens to confirm the data easily and flesh out further details together. This process allows you to facilitate a two-way conversation rather than a Q&A-style first meeting, building trust instantly.
• Map out the client's goals: Move beyond facts and deep-dive into goals and objectives. Visualise is perfect for capturing your client’s "dream" future. Seeing their aspirations mapped out on screen makes the process instantly more tangible and emotional.
• The "What if you do nothing" reality check: Once you have a clear picture, the true magic begins. You can immediately generate a financial projection that shows your client exactly where they will be in the future if they change nothing. This projection is a powerful, non-confrontational way to highlight the potential gaps in their current strategy.
• Demonstrate instant value: Now, pivot to the power of Visualise. You can instantly demonstrate the financial benefit of simple, practical strategies. What’s the impact of increasing super contributions by just 2%? How does an interest rate increase really affect their cash flow? You can model these scenarios live, allowing the client to participate in designing the strategies that will best work for them.

Using Visualise in the first meeting allows you to move from being a data-collector to a future-forecaster, making the client instantly excited about the journey ahead. Transform your advice conversations with Visualise.

What simple strategy do you find clients react most positively to when you model it for them in Visualise? Let me know below!