Dear ,
You've been anxiously waiting for it and now you've got it - an enhanced CFS report format for affluent clients
Thanks to the input, feedback and suggestions of many of our clients, CFS has been working to enhance the look and feel of the software-generated reports to make them even more valuable and useful to you.
The next updated report type is now available - The Late Starter Report.
The late starter report is generated when the client is not a candidate for any need-based financial aid.
CLICK HERE FOR SAMPLE REPORT with the enhanced format along with commentary.
Here are three highlights of the updated report and associated benefits:
- Improved the aesthetics - We evaluated the report output of some of the leading financial planning software for ways to enhance the look and feel of the CFS report. We solicited feedback from many of you to ensure that the updated CFS report would be well-received by our users and would meet their needs.
- Includes a high-level summary of the overall value and benefits of the contents. Condensing the overall value of the report into a high level summary at the top of the report helps you easily and quickly assess the value of the contents. The summary sections can be an excellent deliverable to clients and prospective clients (to help sell your planning services), apart from the rest of the report containing all the comprehensive analysis, strategies, etc. New graphics have been added to help visually communicate the BEFORE and AFTER planning scenarios. It's true - "a picture is worth a thousand words." These new graphics help to TELL and SELL the story.
- Saves you time and labor. The new more logical layout (summary to specifics) will save you time and effort in understanding the report and - if desired - editing it to meet your needs as a client/prospect deliverable.
The GREAT news is that the enhanced late starter report is a significant enhancement for you. It better communicates the value you can deliver to clients that don't qualify for need-based financial aid. It will save you time, effort and will help you make more money!
You can see why we are so excited about it. You will be too!
Regards,
Roger Lorelle
President - Collegiate Funding Solutions
