Samasset Client Planning Process
by Wiliam Suplee
1. Data Gathering
1.1. Send request for documents
1.1.1. Sene doc list
1.1.2. Ask to e-mail /fax
1.1.3. Send Return Mailers
2. Data Intake
2.1. Redtail- Money Guide Pro link
2.1.1. Manage Smart Portal
3. Account forms
3.1. Redtail-laser App
3.2. New Account Forms
3.3. Transfers
3.4. Send to client with return
4. Morningstar/MGPIPS
4.1. Enter new client
4.1.1. Fee schedule
4.1.2. Attach model
4.1.3. Attach benchmark
4.2. Input portfoloios
4.3. Morningstar-MGP
4.4. MGPr-IPS Advisor Pro
5. IPS Advisor Pro
5.1. Send Questionaire/consult
5.2. Fillout
5.3. Send to client
6. Investment presentation
6.1. DFA Client presentation
6.1.1. Passive
6.1.2. Timing
6.1.3. Costs
6.1.4. Size/vaue
6.1.5. Equity /Fixed income
6.1.6. Risk
6.1.7. Rebalancing
6.1.7.1. Periodic Table
6.1.8. International
6.2. Sample Portfolios
6.2.1. Suggest Allocation
7. Planning
7.1. Data Input
7.2. Notes/follow up questions
7.3. What if Modeling
8. Client Review
8.1. Go Over inputs
8.1.1. Data
8.1.2. Risk Tolerance
8.1.3. Assumptions
8.1.4. What if