On Page 1 of the Plan Audit Report, the "Preferred Benchmarking" section is a space for Advisors to connect with their clients on which Industry, Region and Company Size they prefer to be compared to in the Benchmarking Reports.
This section must be manually entered into the Governance Data Entry page and will generate on the Plan Audit report:
1) Ensure you are in the correct group and choose Click "Group" and then "Governance" from the left hand menu. You will then need to click "Add Governance"
2) Scroll to the section "Advisor Insights" and complete the sections using the drop down menu items.
**More than one menu item can be chosen for the Comparison Industry, Comparison Region, and Comparison Group Size.
Remember to scroll down and click "SAVE"
3) Produce the Plan Audit Report: How to Create a Plan Audit Report from CALEB Insights
Page 1 of the Plan Audit Report will now have the information entered into the Governance date entry in the Preferred Benchmarking section. This can be edited or removed by editing the Governance Data Entry Page at anytime.
This can also be left blank and penciled in during a meeting with your prospect or client.
Once you have the comparison fields, you can generate a Benchmarking Report. How to Generate Benchmarking Reports for an Existing Client