Advisor and Client Benefits of using the planning process include:
- Increased professionalism - you are now seen as a planner not only an investment advisor.
- Clients feel they have a clear picture of their financial future.
- Increased referrability as client satisfaction ratings are typically much higher.
- Increased per client/household revenue allows you to deal with fewer clients, therefore allowing you to spend more time with each client.
- Upfront planning fee of $1,000 or more.
- Disclosure of ALL financial assets owned by your clients to allow you to prepare an appropriate plan looking at the whole picture.
- Much higher insurance sales due to presentation with overall needs and affordability worked into the plan.
- Increased monthly savings amounts (PACs) toward investments and goals to meet plan recommendations.
- Typically attracts affluent households with assets between $200,000 and $750,000 and income between $80,000 - $200,000.
- 98% hire us to implement their plan after the plan is presented and paid for.
- Loyal clients focused on the end goal, not just investment returns.