New Business Proposal and Goal Modification Proposal Process
ESI Illuminations 2.0 changes the playing field by introducing bundled pricing to the platform. For new business proposals bundled pricing is the default, and there are no changes to the New Business Proposal Process. For existing business Goal Modification Proposals, advisors and clients may be given a choice to move to the new pricing OR stay in their current pricing fee schedule.
This choice is presented during the Goal Modification Proposal which is run when an advisor and client are making changes to an existing account. Depending on the change being made, the goal modification proposal may present a choice in pricing or it may default to pricing.
Looking for a Goal Modification Tutorial? Check out this video!
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