Why have two tools when you could have one? In this demo, Nora with PreciseFP goes over the risk tolerance questionnaire included with PreciseFP's data gathering capabilities. Here's an example of the questionnaire.

Thu, Jan 25, 2024 12:00 PM - 1:00 PM EST PreciseFP & Bento Engine present: Are you tired of struggling with limited prospect data and grappling with frustratingly low conversion rates? Join us for an eye-opening webinar where we unveil a game-changing solution designed specifically for these challenges. Data Empowerment with PreciseFP: Discover how PreciseFP revolutionizes prospect engagement by empowering advisors to collect crucial pieces of information seamlessly. Learn how this data syncs effortlessly within your CRM, providing a foundation for effective client interactions. Bento Engine: Your Knowledge Catalyst: Uncover the potential of Bento Engine, a groundbreaking tool that transforms raw data into actionable insights. Explore how Bento Engine utilizes prospect information, such as DOB's and State of residence, to empower you with knowledge, proactivity, and customer-focused strategies. Don't miss this opportunity to revolutionize your prospecting game and propel your conversion rates to new heights. Register and attend for a special promotion!

https://www.skool.com/precisefp-community

Today at 2pm ET / 11am PT we're holding a tech demo with @Robyn Wood and will be demoing the Advisor Core solution by YourStake. I'm attaching a 1min demo to give you a quick feel and then we'll do the full demo later today! Here's the link to register. We'll be giving away TEN 60-day free trials to the first 10 attendees, so make sure to be there on time! P.S. How are you preparing investment proposals currently?