Financial consultation recording device

Abstract

The utility model discloses a financial consultation recording device which comprises a device base and a recording plate, the upper end of the device base is connected with a lifting seat, a lifting rod is connected in the lifting seat in a sliding mode, a lifting mechanism driving the lifting rod to be adjusted in a lifting mode is arranged in the lifting seat, and the upper end of the lifting rod is fixedly connected with a supporting rod. A supporting rod is arranged on the device base, a rotating seat sleeves the supporting rod, a connecting mechanism connected with the recording plate rotatably sleeves the rotating seat, moving seats are symmetrically arranged at the lower end of the device base, and a moving wheel is rotatably connected in each moving seat. According to the financial consultation recording device, through cooperation of the connecting rod, the rotating sleeve and the rotating rod, the whole supporting rod can be connected with the recording plate, so that planners can independently use the recording plate to record consultation key points in the communication process with clients; and after finishing, during team planning, connection with the supporting rods is carried out, so that display is facilitated, and the consulting recording efficiency is improved.

Description

Technical Field

[0001] The utility model relates to the technical field of financial consultation, in particular to a financial consultation recording device. Background Art

[0002] Financial consulting refers to providing professional consulting services on financial management, investment, tax planning, risk management, etc. Financial consulting can help individuals or companies set long-term financial goals and develop corresponding financial plans, including budgeting, savings, investment, etc. Financial consulting services can be customized according to the specific needs of customers to help them solve financial problems and achieve financial goals.

[0003] In the process of financial consultation, planners often record the key points of the client's financial problems, so that the team can help the client with design planning later. Existing recording devices often only use a single-layer recording board structure. This type of recording device is not convenient for the team to display after the recording is completed, and additional display files need to be produced during the display process, which reduces the efficiency of recording. Utility Model Content

[0004] The utility model aims to solve the above-mentioned problems and provides a financial consultation recording device.

[0005] In order to solve the above technical problems, the technical solution provided by the utility model is: a financial consulting recording device, including a device base and a recording board, the upper end of the device base is connected to a lifting seat, a lifting rod is slidably connected to the lifting seat, a lifting mechanism for driving the lifting rod to lift and adjust is provided in the lifting seat, a support rod is fixedly connected to the upper end of the lifting rod, a rotating seat is sleeved on the support rod, a connecting mechanism connected to the recording board is rotatably sleeved on the rotating seat, and a moving seat is symmetrically provided at the lower end of the device base, and each of the moving seats is rotatably connected to a moving wheel.

[0006] As an improvement, the recording board is divided into a main board and an extension board, and the extension board is rotatably connected to both ends of the main board.

[0007] As an improvement, the connecting mechanism includes a rotating sleeve, a connecting rod, a rotating rod and a shifting rod. The rotating sleeve is rotatably connected to the rotating seat, the connecting rod is connected to one side of the rotating sleeve, the shifting rod is fixedly connected to the other side of the rotating sleeve, and the rotating rod is rotatably inserted into one end of the connecting rod.

[0008] As an improvement, a plurality of connection grooves are provided at the rear end of the recording board, and a fixing screw threadedly connected to the connection groove is provided in the connection groove, and a connection block matching the connection groove is fixedly sleeved on the rotating rod.

[0009] As an improvement, the lifting mechanism includes an adjusting motor, a rotating screw and a threaded groove. The adjusting motor is fixedly connected to the base of the device. A telescopic groove is provided in the lifting seat. The rotating screw is located in the telescopic groove and is rotatably connected to the telescopic groove. The lower end of the rotating screw passes through the telescopic groove and is connected to the output end of the adjusting motor. A threaded groove is provided at the lower end of the lifting rod, and the threaded groove is threadedly connected to the rotating screw.

[0010] As an improvement, a recording groove is provided on the recording plate, and a plurality of paper clips are symmetrically provided at the upper and lower ends of the recording groove.

[0011] The advantages of the utility model compared with the prior art are:

[0012] 1. The utility model is a financial consultation recording device. Through the cooperation between the connecting rod, the rotating sleeve and the rotating rod, the entire support rod can be connected to the recording board, so that the planner can use the recording board alone to record the key points of the consultation during the communication with the customer. After the completion, when conducting the team planning, it is connected to the support rod for easy display, thereby improving the recording efficiency of the consultation.

[0013] 2. The utility model is a financial consulting recording device that adjusts the motor, the rotating screw and the threaded groove. The output end of the adjusting motor drives the rotating screw to rotate in the telescopic groove. The threaded groove at the lower end of the lifting rod in the telescopic groove drives the lifting rod to rise through the threaded connection with the rotating screw. The telescopic rod drives the supporting rod to rise, so that the height of the entire recording device can be adjusted during the display process, which is convenient for clearly seeing the key points of the record. BRIEF DESCRIPTION OF THE DRAWINGS

[0014] Figure 1 This is a structural diagram of a financial consultation recording device of the utility model;

[0015] Figure 2 This is a front view of a recording board of a financial consulting recording device of the utility model;

[0016] Figure 3 This is a rear view of a recording board of a financial consulting recording device of the utility model;

[0017] Figure 4 It is a cross-sectional view of a lifting seat of a financial consulting recording device of the utility model.

[0018] As shown in the figure: 1. Device base; 2. Lifting seat; 3. Lifting rod; 4. Lifting mechanism; 5. Rotating seat; 6. Recording board; 7. Connecting mechanism; 8. Moving seat; 9. Moving wheel; 10. Rotating sleeve; 11. Connecting rod; 12. Rotating rod; 13. Push rod; 14. Main board; 15. Connecting slot; 16. Fixed screw; 17. Connecting block; 18. Recording slot; 19. Paper clip; 20. Telescopic slot; 21. Adjusting motor; 22. Rotating screw; 23. Threaded slot; 24. Extension plate; 25. Support rod. DETAILED DESCRIPTION

[0019] In the description of the present invention, it should be understood that the terms "upper", "lower", "front", "back", "left", "right", "inside", "outside", "center", etc. indicate directions or positional relationships based on the directions or positional relationships shown in the accompanying drawings. They are only for the convenience of describing the present invention and simplifying the description, and do not indicate or imply that the device or element referred to must have a specific direction structure and operation. Therefore, they should not be understood as limitations on the present invention.

[0020] In the description of the present invention, it is also necessary to explain that, unless otherwise clearly specified and limited, the terms "provided with", "installed", "connected", "connected" and the like should be understood in a broad sense, for example, it can be a fixed connection, a detachable connection, or an integral connection, it can be a mechanical connection, it can be an electrical connection, it can be a direct connection, it can be indirectly connected through an intermediate medium, and it can be the internal communication of two components. For ordinary technicians in this field, the specific meanings of the above terms in the present invention can be understood according to specific circumstances.

[0021] The utility model is further described in detail below in conjunction with the accompanying drawings.

[0022] Combined with Figure 1 —Attachment Figure 4 A financial consulting recording device includes a device base 1 and a recording board 6. The upper end of the device base 1 is connected to a lifting seat 2, and a lifting rod 3 is slidably connected inside the lifting seat 2. The recording board 6 is divided into a main board 14 and an extension plate 24. The extension plate 24 is rotatably connected to both ends of the main board 14. The lower end of the device base 1 is symmetrically provided with a moving seat 8, and each of the moving seats 8 is rotatably connected to a moving wheel 9.

[0023] Combined with Figure 1 —Attachment Figure 4The lifting seat 2 is provided with a lifting mechanism 4 for driving the lifting rod 3 to lift and lower. The lifting mechanism 4 includes an adjusting motor 21, a rotating screw 22 and a threaded groove 23. The adjusting motor 21 is fixedly connected to the device base 1. The lifting seat 2 is provided with a telescopic groove 20. The rotating screw 22 is located in the telescopic groove 20 and is rotatably connected to the telescopic groove 20. The lower end of the rotating screw 22 passes through the telescopic groove 20 and is connected to the output end of the adjusting motor 21. The lower end of the lifting rod 3 is provided with a threaded groove 23, and the threaded groove 23 is threadedly connected to the rotating screw 22.

[0024] Combined with Figure 1 —Attachment Figure 4 The upper end of the lifting rod 3 is fixedly connected to a support rod 25, and a rotating seat 5 is sleeved on the support rod 25. A connecting mechanism 7 connected to the recording board 6 is rotatably sleeved on the rotating seat 5. The connecting mechanism 7 includes a rotating sleeve 10, a connecting rod 11, a rotating rod 12 and a shifting rod 13. The rotating sleeve 10 is rotatably sleeved on the rotating seat 5, the connecting rod 11 is connected to one side of the rotating sleeve 10, the shifting rod 13 is fixedly connected to the other side of the rotating sleeve 10, and the rotating rod 1 is rotatably inserted into one end of the connecting rod 11.

[0025] Combined with Figure 1 —Attachment Figure 4 The recording board 6 has a plurality of connection grooves 15 at the rear end, and a fixing screw 16 threadedly connected to the connection groove 15 is provided in the connection groove 15. A connecting block 17 matched with the connection groove 15 is fixedly sleeved on the rotating rod 12. The recording board 6 has a recording groove 18, and a plurality of paper clips 19 are symmetrically provided at the upper and lower ends of the recording groove 18.

[0026] During the specific implementation of the utility model, during the recording process, it is only necessary to remove the recording board 6, put the notebook into the recording slot 18 in the recording board 6, clamp the notebook in the recording slot 18 with a paper clip 19, and record the consultation points during the conversation with the customer.

[0027] When the team makes a property plan according to the key points of the consultation, it only needs to plug the connecting groove 15 at the rear end of the recording board 6 into the connecting block 17 on the rotating rod 12, and at the same time rotate the fixed screw 16 in the connecting groove 15. The fixed screw 16 locks the connecting groove 15 and the connecting block 17 through the threaded connection with the connecting groove 15, so that the recording board 6 can be connected to the rotating rod 12. When the height of the recording board 6 needs to be adjusted, the adjusting motor 21 is started, and the output end of the adjusting motor 21 drives the rotating screw 22 to rotate in the telescopic groove 24. The threaded groove 23 at the lower end of the telescopic rod 3 in the telescopic groove 24 drives the lifting rod 3 to rise through the threaded connection with the rotating screw 22. The lifting rod 3 drives the support rod 25 to rise, thereby adjusting the height of the recording board 6 on the support rod 25. When the display angle of the recording board 6 needs to be adjusted, it is only necessary to rotate the lever 13 on the rotating sleeve 10 to adjust it, so that the recorded content on the entire recording board 6 can be displayed more clearly, which is convenient for the formulation of subsequent plans.

[0028] The above describes the utility model and its implementation methods, which are not restrictive. The drawings show only one implementation method of the utility model, and the actual structure is not limited thereto. In short, if ordinary technicians in this field are inspired by it and do not deviate from the purpose of the invention of the utility model, they can design a structure similar to the technical solution without creativity, which covers the embodiments and should belong to the protection scope of the utility model.

Claims

1. A financial consulting recording device, comprising a device base (1) and a recording board (6), Features: The upper end of the device base (1) is connected to a lifting seat (2), a lifting rod (3) is slidably connected inside the lifting seat (2), a lifting mechanism (4) for driving the lifting rod (3) to move up and down is provided inside the lifting seat (2), a support rod (25) is fixedly connected to the upper end of the lifting rod (3), a rotating seat (5) is sleeved on the support rod (25), a connecting mechanism (7) connected to a recording plate (6) is rotatably sleeved on the rotating seat (5), and a moving seat (8) is symmetrically provided at the lower end of the device base (1), and each of the moving seats (8) is rotatably connected to a moving wheel (9).

2. A financial consultation recording device according to claim 1, Features: The recording board (6) is divided into a main board (14) and an extension board (24), and the extension board (24) is rotatably connected to two ends of the main board (14).

3. A financial consultation recording device according to claim 1, Features: The connecting mechanism (7) comprises a rotating sleeve (10), a connecting rod (11), a rotating rod (12) and a shifting rod (13); the rotating sleeve (10) is rotatably sleeved on the rotating seat (5); the connecting rod (11) is connected to one side of the rotating sleeve (10); the shifting rod (13) is fixedly connected to the other side of the rotating sleeve (10); and the rotating rod (12) is rotatably plugged into one end of the connecting rod (11).

4. A financial consultation recording device according to claim 3, Features: The recording plate (6) is provided with a plurality of connection grooves (15) at the rear end, wherein the connection grooves (15) are provided with fixing screws (16) threadedly connected to the connection grooves (15), and the rotating rod (12) is fixedly sleeved with a connection block (17) matching the connection grooves (15).

5. A financial consultation recording device according to claim 1, Features: The lifting mechanism (4) comprises an adjusting motor (21), a rotating screw rod (22) and a threaded groove (23); the adjusting motor (21) is fixedly connected to the device base (1); a telescopic groove (20) is provided in the lifting seat (2); the rotating screw rod (22) is located in the telescopic groove (20) and is rotatably connected to the telescopic groove (20); the lower end of the rotating screw rod (22) passes through the telescopic groove (20) and is connected to the output end of the adjusting motor (21); the lower end of the lifting rod (3) is provided with a threaded groove (23); the threaded groove (23) is threadedly connected to the rotating screw rod (22).

6. A financial consultation recording device according to claim 1, Features: The recording plate (6) is provided with a recording groove (18), and a plurality of paper clips (19) are symmetrically provided at the upper and lower ends of the recording groove (18).

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