Traditional SoAs are failing clients
In which other profession is $500-$1,500 and up to 2 weeks spent on creating a product for a client that the client rarely uses? This is the reality of the financial advice profession since time immemorial. You are spending a lot of time and money on creating SoAs that:
- are over 70 pages long;
- are not even created with the client in mind as the audience;
- clients therefore don’t read; and
- require 80 minutes of your day for a presentation meeting.
Clients love animated videos
This is the advice inefficiency problem which Planimate directly solves, with animated SoAs. Every client that we have delivered an animated SoA to has watched the video for the following reasons:
- Short, sharp, and catchy
- Delivered via a one-click video link
- Accessible anytime, anywhere, on any device
- Uses simple language that clients understand
Advisers love animated videos
There are three very good reasons why advisers love Planimate’s animated SoAs:
- they save time and money;
- they engage with the client more effectively and positively; and
- as a result, Planimate directly results in business growth!
If you want to hear from some of the advisers that use Planimate, please head over to the Testimonials section, or let us know – we will be happy to put you in touch with some of them!
AFSLs love animated videos
The most common question asked by licensees – are our animated SoAs compliant? Absolutely! We have consulted various experts in the profession and they unequivocally agreed that, depending on the input provided by the advisers, the actual use of the animated SoAs are absolutely compliant!
Further, simplicity is at the core of the Planimate solution. There are no complex software to be embedded or installed, no change in process, and no onerous training. A simple bolt-on service with no minimum numbers or fixed terms – your advisers simply choose which advice they wish to present in an animated SoA, and we bring it to life!
