Advisor visuals @advisorvisuals
One-page financial plans on steroids advisorvisuals.com Your heart and mind Joined November 2023-
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🚀 AdvisorVisuals Public Beta is LIVE! Ditch confusing reports. Create beautiful, visual summaries advisors & clients love using our drag-and-drop tool. Join the FREE Beta & transform your meetings! 📷advisorvisuals.com
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The One-page plan will be whatever you want it to be. It is a communication deliverable for whatever it is you discuss with your client. Time to build the report in the screenshot: 6min ⏱️ I have added cashflow chart support over the weekend. let me know what you think
The challenge of 2024 will be figuring out #whatadvisorswant.
Merry Christmas and Happy holidays to you all. 🌲🌲
Who said that One-page financial plans should be in portrait format. Use the format that makes sense for that particular client for that particular plan.
New day, new One-page financial plan template. Bring your style, your logo, your layout. Everything ready to go in under 10min from scratch. Let us know how we are doing
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