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this video will guide you through how Vision Works our next Generation life planning software can take your financial planning business to the highest level thank you for your time today well be talking about questionnaires there are major impediment in the planning process clients always see questionnaires as an unwanted and unpleasant task there are a few reasons for this when placed at the beginning of the planning process clients arent motivated to complete questionnaires clients dont properly complete them merely because you request their financial data this is obviously especially true for new clients and Prospects a sufficiently deep relationship may not exist clients may not feel comfortable providing you with highly personal data to gain new clients and Prospects the solution is to move questionnaires to the middle of the life planning process and customize them for each client this is a good example of what we mean by software design when theyre moved to the middle of th
