Created by Ricky Rampersad, Branch Manager, on Guardian’s own Confidential Fact Find. Under two minutes. Names in the screens are sample data.
Every screen, step by step: the advisor, the client and the manager. 5 minutes 29 seconds.
0:00
Introduction
From the first conversation to a signed plan
0:10
Why it exists
We protect the person who earns the money
0:18
A whole career
35 years · MDRT Life · TOT ×4 · COT ×9
0:32
Sign in
Your agent number; managers see their team
0:40
Your own record
Every case, and what your manager wrote
0:49
The lead desk
Nothing is priced before a fact find
0:58
Whose fact find?
A saved case is never lost
1:06
Guardian V3
Every section, in Guardian’s order
1:13
Two roads
Full disclosure, or one need only
1:22
Know your client
The family, and the cover they hold
1:29
Cash flow
The surplus, as you type
1:36
The need
Priced in dollars, less existing cover
1:49
Retirement
70% of income · 20 years
1:56
RAI
It advises; the recommendation stays yours
2:07
Recommendations
A written reason beside every plan
2:13
The client decides
Yes, later or no, in their words
2:21
Checks as you work
Never stops you in front of a client
2:29
Guardian’s own form
Page for page · download the PDF
2:41
Drafts
Open it on any device
2:47
One tap sends it
Manager and client, straight away
2:57
The client’s copy
Plain English: what, and why
3:04
The client signs
Rate the advice, sign with a finger
3:12
The manager
RAI flags what to scrutinise
3:23
The client’s yes
Approval waits for it
3:36
The queue
Oldest first, one card each
3:45
The whole file
The client’s own voice included
3:53
Approve and sign
Four attestations and a signature
4:02
Or send it back
The reasons come from the checks
4:11
The Branch Manager
Support or override, with a reason
4:19
A bounced email
Support calls to confirm the address
4:26
Insights
Tap any advisor
4:35
The daily report
The branch message, written for you
4:41
After delivery
The client says how it went
4:49
The flight plan
From the budget to the business
4:58
Friday check-in
The week against the plan
5:07
The wall
Every goal against what settled
5:16
factfind360
Built in the Ricky Rampersad Branch