PreciseFP Implementation
What is PreciseFP?
It is a three-step process that creates a plan of action, your Roadmap, to achieve your firm’s strategy and goals. It covers:
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Organization
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Structure
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Roles and Responsibilities/Division of Duties
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Processes
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Marketing and Prospecting
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Initial Prospect Meeting through Client Onboarding
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Client Meeting Cycles
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Client Services
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Systems and Tools
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Job Aids
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Technology
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CRM
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Meeting Life Cycle Management
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AI
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Data Management
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Document Management
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Financial Planning
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Tax Analysis and Planning
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Estate Planning
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Communications – Audio, Video, SMS
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Other
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Workflows and Automation
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Process Documentation
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Integration
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What is the process?
1. Define Your "North Star"
Advisor Digital meets with you to understand your firm’s strategy and goals, then incorporates appropriate best practices to define your firm’s “North Star,” your ideal firm. Following this meeting, we will document your “North Star” and provide it to you for your review and confirmation.
2. Understand Your Current State
We audit your organization, processes, systems, tools, and technology to identify strengths, weaknesses, opportunities, and threats.
3. Define Your Roadmap
Advisor Digital analyzes the gaps between the Current State and your “North Star” and develops a plan of action to close the gaps.
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At the end of this process, we will meet to review your “North Star,” provide our feedback on your Current State, present our recommended Roadmap, and determine next steps.
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We will include a proposal with options to engage Advisor Digital to design, implement, and manage components of your Roadmap, including training and adoption support.
What benefits does it provide?
You will receive a:
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Roadmap, your sequenced plan of action, designed as the most efficient and effective path to achieving your goals
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Understanding of the Level of Effort to help you decide if you want to do it in-house or want to engage Advisor Digital
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Supporting Cost / Benefit Summary to highlight the operational and financial benefits of implementing your Roadmap
What does it cost?
$3,600 as a stand-alone project* or included as the first project in a Managed Services Agreement.
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*If you later decide to engage Advisor Digital with a Managed Services Agreement, this fee will be applied to that agreement.