After nearly two years of working on developing an online Value Add toolkit, we decided to follow one of the key tenets of The Perfect RIA - Do What Works.
We invested a lot of time and resources in creating custom software, but faced challenges due to compliance requests and Advisor's preferences, so we decided to move back to what works - the Excel documents.
We have Excel templates ready for the following Value Adds:
• Retirement Income Guardrails Report
• Retirement Income Buckets Report
• Beneficiary Value Add
And, we will have the following Value Adds coming later this year:
• Year-End Tax Planning Tool
• 1099 Letter
Our templates allow you to customize the look and feel of the report as well as adjust variables and assumptions. You can also print PDF reports to share with your team and clients.
If you are interested in continuing (or starting) to deliver Value Adds to your clients, please fill in the form below, and our team will reach out and share our Value Add resources. We will share the Excel documents as well as training videos and resources within the member site to assist.