Structured Client Discovery for Financial Advisers
PFS structures the basic financial information an adviser needs to see before spending time on client discovery.
Why discovery becomes expensive
Professional time is valuable. When every first conversation starts by collecting the same basic information in a different format, the adviser spends time discovering the situation before getting to the work that requires professional judgement.
A common structure
PFS uses the same assessment structure for people entering through its user journey. The current adviser FAQ specifically identifies recurring fields such as surplus, goals, obligations and risk profile.
A snapshot, not a sales script
The adviser receives an anonymised snapshot to help decide whether they can genuinely serve the person. PFS does not write the advice and does not determine suitability for the professional.
Freedom to accept or decline
The adviser retains control. Accepting opens the PFS communication path; declining does not consume the relevant connection credit.
A different starting point
The intended change is not to replace discovery. It is to move basic structured information gathering earlier so professional time can be spent on the questions that need professional expertise.
Explore PFS for your practice
See how PFS works for financial advisers, including directory connections and adviser intake links.
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