The Checklist: A Low-Tech Solution Every Advisor Should Use

With the complexity of financial products and the volume of new legislation, human error is not only a possibility, it is inevitable. In this session, you will discover a new strategy for delivering financial advice to make up for your human failings. Faulkner explains how using a simple checklist can replace most fact finders, simplifying the data gathering process and eliminating associated friction. Traditional fact finders tend to be very structured and can mask a client's true situation. Faulkner will show how simple multiple-choice questions can reveal a client's true situation, ensuring the advice you give is the most appropriate.