Welcome on Board: Explore the Advisory Think Lab Ecosystem
First off, thank you for placing your trust in us. We’re excited to partner with you and help unlock the full potential of this platform to grow your business.
With three integrated tools available, it may feel a little overwhelming at first—just like the initial presentation we shared (laughs). So, here’s a practical tip to get started:
Focus on mastering the Edge Financial Planner first.
It’s designed to create immediate impact in appointments, drive sales, and leave a strong impression with its refreshing and personalized approach.
🔄 Quick Refresher: Key Features of the Planners
Here’s a snapshot of the core areas within the planning tools to help you refresh your memory and fully leverage their capabilities:
📊 Lifestyle Planning
Use this module to identify insurance shortfalls through scenario-based activation, and support goal planning for accumulation-focused policy proposals.
🧓 Retirement Planning
Chart out your client’s retirement shortfall by determining how much they need to set aside, incorporating existing plans. Present results clearly using either a drawdown strategy or a dividend-based approach under the Retirement Summary view.
✅ Checklist Feature
Don’t forget to guide your clients to the "Pay It Forward" checkbox—a subtle yet effective way to encourage referrals. Practice integrating this smoothly into your workflow.
📚 Funds Library
Showcase funds using a simplified format that translates historical performance into both DCA (Dollar Cost Averaging) and Lump Sum return scenarios. The system assumes an annual investment at the start of each year, and you can even compare a secondary fund top-to-bottom.
🧩 ILP Illustrator
This dynamic tool supports a variety of concept-selling strategies to enhance your presentations. You can save frequently used structures and load them instantly for quick use during appointments—helping you present with confidence and efficiency.
🔑 Your Access Details:
Website: https://atlinvestview.com/
Username: Your registered email address
📘 Learn More:
For a complete walkthrough of the Edge Financial Planner—including key functions, buttons, and sales ideas—you can refer to the full guide here:
Edge Planner: The Complete A–Z Reference Guide — A-Think Lab
Next, take some time to explore the Consultant Chatbot, which offers useful tools to support your day-to-day business—such as the Policy Navigator, Monthly Custom Resources, and the Sales Library under the Biz Power-Up section.
🔍 A Few Tips for Using Policy Navigator:
No special characters are needed when searching.
Rider policy name is not included in the database.
Use the main policy name only (e.g., type “InvestReady 3” instead of “InvestReady Flexi 3 10”).
🔑 Your Access Details:
Website: https://www.athinklab.co/advisory-think-lab-members
Username: Your registered email address
📘 Learn More:
For a complete walkthrough of the Consultant Chatbot—including key functions and buttons—you can refer to the full guide here:
Pirlo Consultant Bot: The Complete A–Z Reference Guide — A-Think Lab
Finally, the Client Rewards Chatbot offers a more comprehensive experience, as it requires both the Admin and CRM features within the Consultant Chatbot to be set up for successful client or prospect onboarding.
Once onboarded, clients can enjoy a range of engaging features, including:
Lifestyle Promotions to incentivize interaction
Financial Value-Add Content such as the Weekly Newsletter
My Folder creation for organizing and storing planning materials
This chatbot is designed to deepen engagement, provide ongoing value, and enhance your client servicing experience.
📘 Learn More:
For a complete walkthrough of the Consultant Chatbot—including key functions and buttons—you can refer to the full guide here:
Clients Rewards Bot: The Complete A–Z Reference Guide — A-Think Lab
