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Member Advanced
Advanced 1 - Getting to know the platform
a. The menu system (11:46)
b. Your firm settings (4:19)
c. Your profile (4:36)
d. The calculation methods (5:28)
e. Portfolio view (9:36)
f. Sending out emails and reports from Portfolio View (2:13)
g. How to update your email settings and send our reports to clients (7:08)
h. An overview of the various client screens/sections (7:10)
Checklist
Advanced 2 - Setting up users, adding clients and task management
a.i. How to add a client company - Xero (2:29)
a.ii. How to add a client company - QBO (3:15)
b. How to add a client company - Manual entry (7:11)
c. Adding and updating Full Time Equivalent Employee numbers (4:57)
d. How to add a team member and user access rights (2:01)
e. A summary of user access/rights for team and clients
f. Assign clients to a team member (1:32)
g. Giving access to your clients (4:05)
h. Task Management (2:01)
Checklist
Advanced 3 - How to select your first clients to add to Clarity
a. Choosing your first 10 clients (5:23)
b. Optional exercise on grading clients (3:27)
Are you ready to move to the next module?
Advanced 4 - An overview of pricing
a. A word about pricing (3:54)
b. Clarity's suggested subscription pricing (4:18)
c. Download our latest suggested pricing
d. Bespoke or one off/ad-hoc work (6:46)
e. What's working right now? (8:57)
Are you ready to move to the next module?
Advanced 5 - How to introduce Clarity and contact/engage your clients
a. An introduction to our guide (3:46)
b. When to contact clients (13:34)
c. Setting up meetings and using technology to help (6:12)
d. Contact clients by email (and send a initial report) (8:32)
e. Email template example
f. Why use video? (37:51)
g. Contact clients by video (11:28)
Checklist
Advanced 6 - How to create a Financial Plan for every client
a. The financial plan and measuring results/actions v plans (2:12)
b. How you can price and deliver a financial plan (4:55)
c. Practicalities 1 for financial plan (4:51)
d. Practicalities 2 for financial plan (3:02)
e. How to edit and use the financial plan (5:00)
f. Measuring and monitoring actual results compared to the plan (4:58)
Advanced 7 - How to create a Funding service and help your clients get funded
How "funding by clarity." creates a funding service for your firm and how to price it
The Clarity 3 Step Funding Process (Qualification, Quantification & Presentation)
How to apply for funding (2:20)
Apply for funding through Clarity (via our api with Capitalise) - UK only (2:58)
Advanced 8 - How to create a Cash Flow Sense Check and help your clients get peace of mind
Cash Flow Sense Check Overview (5:21)
How to edit and use cash flow sense check (15:07)
Advanced 9 - How to use the 7 Key Numbers Plan to help your client see exactly what's going on and make better decision
7 Key Numbers Plan Overview (5:23)
How to use 7 Key Numbers Plan with your clients (7:37)
Advanced 10 - DealFlow: Keep track of your advisory pipeline and know what to do next
DealFlow Overview (2:34)
How to use DealFlow (8:25)
How to identify clients to contact (4:16)
Module 10 - Next steps
a. Programme recap (10:44)
c. Your feedback
d. How likely are you to recommend this programme to a relevant colleague?
Next steps (8:20)
c. Practicalities 1 for financial plan
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