{"type":"video","version":"1.0","html":"","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/e3cab34f053b4343b16355e04da1c09e-16556b2dea87522a.gif","duration":2716.84,"title":"Webinar | Every Plan Starts With the Client: Intelligent Client Profiles in Hazel","description":"A financial plan is only as good as what you know about the client. But your planning software holds only a fraction of the full picture, so every plan starts a step behind.\n\nIn session one of our financial planning series, we'll show how you can use Hazel to:\n\n-See every detail organized to the individual client and household, filed where it belongs\n-Trace any fact back to its source: Ask Hazel to find the meeting it came from, the exact words that were said, and the date\n-Keep your judgment in the loop, so uncertain details wait for your review\n-Hazel surfaces the deeper nuance — the details buried in your emails, notes, files and meetings — and organizes it with your CRM to create a single client profile that automatically keeps itself up to date.\n\nIt's why a financial plan that once took hours can be built in minutes, by agents that see the whole picture."}