Samasset Client Planning Process

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Samasset Client Planning Process by Mind Map: Samasset Client Planning Process

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

9. Write Plan

9.1. 3-5 page

9.2. to-do bullets

10. Follow up

10.1. Review

10.2. New Data updates

10.3. Modify to do list

10.4. Set allocations-rebalancing