Stop Talking Returns.
Start Talking Goals.
Gameplan leads you through client meetings with a focus on what matters most – your clients’ aspirations.
It’s time to transform your client conversations. If you’ve ever struggled to explain your value at an annual review, you know the temptation to start talking investment performance, even when you want to keep planning center stage.
We’ve taken the guesswork out of your value for you and your clients with the Carson Gameplan. Set up a demo today to see how Gameplan can give you the confidence to get and keep your conversations on track.
See how Gameplan can integrate with your firm by scheduling a demo
Lead Your Client
Conversations with Gameplan
Track the Service
and Value You Provide
Financial advice is much more than the annual performance report. Gameplan paints the full picture of the value you provide clients.
Anticipate the Changes
in Your Client’s Life
Enhance your annual review communications by streamlining the prep work for you, your team and your clients. Gain confidence in being ready to talk through the major changes in your clients’ lives before they step through the door.
Articulate Your Process
Consistently and Efficiently
Leave clients with a clear understanding of your financial planning process – in clear, concise language they can reference all year long.
Compare and Track
Adjustments to Risk Tolerance
As your client’s risk tolerance changes over time, so should their plan and your conversations. Gameplan showcases side-by-side comparisons of a client’s historical risk profile so you can help them understand the impact on their financial future.
