Samasset Client Planning Process
作者：Wiliam Suplee
1. IPS Advisor Pro
1.1. Send Questionaire/consult
1.2. Fillout
1.3. Send to client
2. Investment presentation
2.1. DFA Client presentation
2.1.1. Passive
2.1.2. Timing
2.1.3. Costs
2.1.4. Size/vaue
2.1.5. Equity /Fixed income
2.1.6. Risk
2.1.7. Rebalancing
2.1.7.1. Periodic Table
2.1.8. International
2.2. Sample Portfolios
2.2.1. Suggest Allocation
3. Planning
3.1. Data Input
3.2. Notes/follow up questions
3.3. What if Modeling
4. Client Review
4.1. Go Over inputs
4.1.1. Data
4.1.2. Risk Tolerance
4.1.3. Assumptions
4.1.4. What if
5. Write Plan
5.1. 3-5 page
5.2. to-do bullets
6. Follow up
6.1. Review
6.2. New Data updates
6.3. Modify to do list
6.4. Set allocations-rebalancing
7. Data Gathering
7.1. Send request for documents
7.1.1. Sene doc list
7.1.2. Ask to e-mail /fax
7.1.3. Send Return Mailers
8. Data Intake
8.1. Redtail- Money Guide Pro link
8.1.1. Manage Smart Portal
9. Account forms
9.1. Redtail-laser App
9.2. New Account Forms
9.3. Transfers
9.4. Send to client with return
10. Morningstar/MGPIPS
10.1. Enter new client
10.1.1. Fee schedule
10.1.2. Attach model
10.1.3. Attach benchmark