Great financial advice starts with understanding your clients.
Understanding your clients starts with quality data collection.
Telescope is the easy way to get all the right information from your clients without tedious forms, three hour meetings or sitting in uncomfortable silence as your new clients try very hard to remember exactly who their super is with.
Telescope is a new product designed by Sarah Penn, Mayflower Managing Director, in response to the needs of financial planners and clients to have a MUCH better onboarding process that also collects the information required for full advice.
To learn more, complete the form to the right or visit telescope.solutions