Created for financial planners as a way to cut down on the amount of time that they spend collecting client information in their first appointment. The current process often involves advisers asking personal financial questions for 30 minutes or some advisers send an electronic fact find form for clients to fill in but most don’t complete the form due to the length or potentially due to adding personal financial information.
This form collects less personal information on a client’s financial situation (basic asset information rather than assets + values) and the information can be connected to document automation software to pre-populate data collection forms.
This online job application form is useful to have on your computer as you’re interviewing candidates. Information from this online form can be sent through into a Google Sheet, a DIY applicant tracker (using a project management tool with custom fields) or through to your ATS software. Job Interview Questions Form Template Sample
This short survey, inspired by the questions that Google asks their managers, will ensure that you can keep a pulse on the qualitative and quantitative data of your managers. When teamed up with live, online reporting, you’ll always know how your managers are performing. Manager Feedback Survey Template Sample
This online reference check form is useful to have on your computer as you’re calling references. Information from this online form can be sent through into a Google Sheet, a DIY applicant tracker (using a project management tool with custom fields) or through to your ATS software. Background Reference Check Form Template Sample
Fact Find Template
Created for financial planners as a way to cut down on the amount of time that they spend collecting client information in their first appointment. The current process often involves advisers asking personal financial questions for 30 minutes or some advisers send an electronic fact find form for clients to fill in but most don’t complete the form due to the length or potentially due to adding personal financial information.
This form collects less personal information on a client’s financial situation (basic asset information rather than assets + values) and the information can be connected to document automation software to pre-populate data collection forms.
Fact Find Template Sample
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Job Interview Questions Form
This online job application form is useful to have on your computer as you’re interviewing candidates. Information from this online form can be sent through into a Google Sheet, a DIY applicant tracker (using a project management tool with custom fields) or through to your ATS software. Job Interview Questions Form Template Sample
Manager Feedback Survey
This short survey, inspired by the questions that Google asks their managers, will ensure that you can keep a pulse on the qualitative and quantitative data of your managers. When teamed up with live, online reporting, you’ll always know how your managers are performing. Manager Feedback Survey Template Sample
Background Reference Check Form
This online reference check form is useful to have on your computer as you’re calling references. Information from this online form can be sent through into a Google Sheet, a DIY applicant tracker (using a project management tool with custom fields) or through to your ATS software. Background Reference Check Form Template Sample