Get the most from EDVOA in five steps

Quick to set-up, easy-to-use. With a little bit of preparation maximise the benefits the EDVOA tools offer. Are you ready? Then follow these five steps.

Step 1: Which clients should you use EDVOA with?

Once signed-up, use the Client Assessment Matrix to identify which client relationships would benefit most from you sharing the tools results with. From the information you provide you’ll get a list of your top 30 clients. Contact us to find out more about how this tool works and can help you.

Step 2: Prepare your clients with this video

Ahead of your next meeting, share this video with the clients you are using the EDVOA tools with. It’s a great way to reinforce the value financial advice brings to clients.

Step 3: Familiarise yourself with all the tools, and the underlying figures

How do the tools work? What do they show? It’s important that you feel confident in your understanding and application of the tools. This blog post will help you on your way. [LINK]

Step 4: Prepare outputs in advance

Don’t wait to prepare! Ahead of your client meeting, do as much as possible within the tools you plan to use. Set up your client accounts with all the information you can. That way you can focus on showing them the results.

Step 5: Use them, then repeat at the next review

The tools are there to complement and support your existing conversations with clients. Do this through sharing screens and documentation, demonstrating the value you add. Plus, using the PDFs will strengthen this in your review processes.