implement.

At this point in the process, we have the client data we need.

We have a plan of action.

The client is ready to get the action items in motion.

Let’s help get some accounts opened:

The data we’ve collected in the first phases will allow us to prefill new account forms and initiate transfers. If you’d like a refresher, here you’ll find a walkthrough of Altruist

It’s our preferred practice, whenever possible, to have outside accounts transferred in-kind via ACATS, then reallocate the holdings after the transfer. This helps us ensure all holdings came over properly before we invest.

Once we have confirmed all assets have settled properly and have been reinvested according to our optimal plan, we can now send the client a congratulatory message.

The client is now moved out of the “on-boarding phase” and into the “active support phase.”

Set a future task to establish a time to review other actions items such as debt review, insurance, or estate planning. There is still much to do.

Every active client in the CRM must have an assigned future follow up task perhaps 3-6 months out, but never greater than 12 months out.

Take great care of this family, they are trusting you with their financial well-being.