What your clients see
Your clients say what they want. You adjust their plan.
Clients tell you how they feel about risk, what they are saving for and how long they have. You adjust the plan to match, and your firm’s playbook keeps it inside safe limits. Try it the way your client would.
1. How do you feel about risk?
“I want to save responsibly”“I want to take risks!”
2. What are you investing for?
3. How long until you need it?
Economic assumptions, set in your firm’s playbook
Inflation[x.x%]
Cash rate[x.x%]
Worst-case drawdown[xx%]
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Central oversight check
Adjusted
All clear
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A person signs off, not a robot.You walk your client through the change, fit it to their life and approve it before anything is invested.