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Overview
The Super Splitting Strategy is a Custom Strategy, this is a template with prefilled text relevant to the recommendation, rather than a strategy that calculates data.
Custom strategies are designed to reduce the time and effort required for drafting in the advisory process. By providing pre-filled text data that is relevant to the selected strategy, advisors do not need to start from scratch, saving valuable time.
To learn more about Strategy Types, please read the Strategy Cheat Sheet.
Super Splitting
Please follow the step-by-step instructions below to prepare advice for the Super Splitting strategy.
From the Digital Advice - Scenarios Screen, select the Add Scenario icon.
Select the client the advice is for, or select Joint to create advice for your client and partner. Select the type of advice ( SoA or RoA), then Proceed To Scope.
Select the Super Splitting strategy from the Strategy screen.
To make adjustments to your Advice text, simply use the editor tool located at the top of a Word document-inspired page.
It's a user-friendly feature that enables you to customise your text as needed. The text to be customised will be highlighted in Orange, but other text may also be edited.
The strategy has 3 main headings pre-filled under the text box:
My Advice - Outlines the advice that you are providing to the client.
Why My Advice is Right for You - To provide a comprehensive recommendation to the client, please include a clear list of the reasons for suggesting the strategy, along with the benefits they can expect to receive from implementing it. This will help to ensure that the client fully understands the value of the proposed strategy.
Risk and Things to Consider - Add further details or consequences related to the advice you provide, which can assist in making a more informed decision.
After editing the text to your liking, select the Proceed Disclosure Fees button located at the bottom right of the screen. From there, you can add your fees and complete your advice.
