Focus your attention on the things that matter most before you convene with your client to review their assessment. Each Tolerisk Pro Investor Worksheet submission produces a handy review sheet.
Here's how you can access Review sheets -
- To access the review sheet, select the Investor Worksheets page and click "review" in the row of your desired client.
- The review sheet illustrates what the client marks for discussion and it highlights inconsistencies and likely input errors.
- Note - Clients won't see error messages about inconsistent answers during their online assessment, so there's no need to worry about them getting concerned. Only you will see these messages when reviewing the assessment after submission.
The video below about Investor Worksheets will cover some information about Review Sheets (Skip to 01:21) -