video1.0<iframe src="https://www.loom.com/embed/e3cab34f053b4343b16355e04da1c09e" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/e3cab34f053b4343b16355e04da1c09e-16556b2dea87522a.gif2716.84A 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. ‍In session one of our financial planning series, we'll show how you can use Hazel to: ‍-See every detail organized to the individual client and household, filed where it belongs -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 -Keep your judgment in the loop, so uncertain details wait for your review -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. ‍It's why a financial plan that once took hours can be built in minutes, by agents that see the whole picture.