WITY standard statements are grouped into 4 sections – personal, business, succession and general, with the capacity for clients to add up to 5 custom statements in each category.
There are five key steps to the WITY survey process:
- Create survey (including selection of custom objectives)
- Conduct survey (email to client or conduct with client)
- Prepare for client meeting + generating the Preliminary Priorities Report
- Conduct client meeting (identifying + notifying Alliance Partners)
- Generate Priorities Report (including Action Plan)
The following flowchart outlines the WITY process:
