Today, we are wrapping up #101 of the 119 Things That Advisors Do. Asset-Map Part 2 gets into how we organize and get everything on to one page... We have done this for business owners, public school employees, @RGE, @RochesterRegionalHealth, @Delphi and so many more...and each time it has been beneficial and really helped people simplify what they have going on. This allows us to easily show clients the answers to:
- Where are all of our accounts?
- What are they called?
- How are they working together for us?
- Is there anything that we can consolidate to make this easier?
- Where are our insurances? Are they the proper policies for us?
- ...And more.
Make it a great day!
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