The Workflow of Prospecting with Financial Planning

In this next part of the prospecting series, we're going to look specifically at the workflow involved and how planning comes into play.  

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The Evolution of Prospecting with Financial Planning

I’ve known and worked with a lot of advisors over the years.  In my wealth management life, I led operations for a $500M RIA, and in my inStream life I’ve led the product team (and now the marketing team) since the inception of the company back in 2010.  I take an active role in supporting our clients and speaking with prospective clients, all ofwho range from solo-practitioners to large enterprise organizations.  To be honest, it’s one of the best ways to stay current with industry trends.

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Financial Planning for different scenarios

Collaborative Financial planning tools

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New Enhancements added to inStream August 2015 - Financial Plan Scenario Matrix

 

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inStream's Alex Murguia from 2015 Retirement Income Summit

Direct from Investment News 2015 Retirement Income Summit - inStream's Alex Murguia: Technology’s role in providing solid retirement income guidance

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Announcing inStream's integration with Orion Advisor Services client portal

inStream is pleased to announce a new integration with Orion Advisor Services.  In addition to having client data from Orion available to create and modify financial plans,  inStream has partnered with Orion Advisor services to enable advisor clients to access their financial plans through the Orion client portal.

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Announcing inStream and Black Diamond's new integration

We are pleased to announce that Advent’s Black Diamond and inStream Solutions, LLC have partnered to offer a new data integration.  The integration allows for Black Diamond advisors who use inStream’s innovative financial planning solution to bring in account data to run daily plan simulations.  Advisors can create financial plans with proactive guidance that constantly monitors the end client’s goals.

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Understanding inStream's Shortfall Analysis

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Using the Mortgage Comparison Calculator in inStream

Calculators are one of the ways that you can provide analysis to your clients.  To get to the Calculators section, you must first select a client and then click on the Calculators tab.

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Customizing inStream's Financial Plan Report Output

inStream has fully customizable plan report outputs.  When looking at a client's plan, to get started on the report, open the report output by clicking View Output.

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