Business Advisory, Consulting & Coaching
FinGenie helps the adviser to focus on those issues within the clients financials which are weak and gives him an opportunity to visually show and project improvements.
Focus on Business Performance
Fingenie allows you to monitor the performance of your client over a period and helps your client achieve the desired performance targets.
Building Long-Term Business Relationships
A long lasting relationship can be built with your client as a result of the achievements around the use of FinGenie. As you become more comfortable with the software you will become more confident and be able to grow your own advisory business.
The process is simple:
- Capture the data
- Look at the performance metrics and determine weak areas and identify opportunities for improvement
- Set targets that your client believes are realistic and achievable by using the FinGenie Dashboard and seeing the power of change
- Monitor Monthly progress towards achieving the set targets
Where required contact FinGenie for specialised training and assistance.