PROFESSIONAL SERVICES
Financial adviser CRM — enquiries, advice process and reviews
Disclosure before advice, a file that shows the reasoning, and a review cycle that is both the obligation and the entire value of the business.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“A file records the recommendation but not why the alternatives were rejected.”
- 02
“A review was due eight months ago and has been rescheduled twice.”
- 03
“A client rang in a bad month and made a decision before anyone spoke to them.”
THE SYSTEM
The financial advice system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
3 boards
- Enquiries
- Advice Process
- Ongoing Reviews
3 forms
- What would you like advice on?
- Pre-meeting fact find
- How did we do?
2 booking links
- A first conversation (30 min)
- Annual review meeting (60 min)
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card with the disclosure send as the first task
- discovery booked
- advice follow-up
- implemented sets the review date before the file closes
THE INSIGHT
“The single biggest destroyer of long-term outcomes is not market falls — it is people selling during them. There is a steady-hand email in here written to be sent during a fall, and a "what to do in a bad year" email designed to be read while nothing is happening. **CTA** · See how an advice business runs on it **Meta** · *Financial Adviser CRM Software for NZ | Penguin Pilot* — Disclosure before advice, files that show the reasoning, and a review cycle that actually happens. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES