87% of over 250 affluent clients polled by a leading Wall Street Wealth Planning Firm said that they were in need of a single source for all their advisory needs.
Prospective Members
Affluent clients have tried the “one-stop
shop” solution of the large firms and
what did they get?
- Recommendations that lacked objectivity
- A lack of communication between their advisors
- Hidden or confusing fees
- Employee turnover
- Cookie cutter service and solutions
What are you, as a trusted advisor,
concerned about?
- Being left out of the loop by other professionals
- Downward pressure on fees and income
- Losing control of client relationships
- Difficulty in attracting wealthy clients
- Commoditization of service – Undistinguishable approach or results
- Potential client loss due to risk of referral
So how do you, as an independent and experienced professional, provide a
better wealth and business planning experience?
As a Member of the Wealth and Business Planning Network you can take
advantage of our Strategic Partners Program where you will have access to
valuable Business consulting , technology marketing and collaborative planning
processes designed to help you grow your business and be a more profitable
practice targeted to serving the needs of busy, affluent and ultra affluent families.
With the help of extensive research , experts with experience of building and
managing businesses with practical application, we have put together a menu of
practice enhancing services specifically designed to create a streamlined, teamoriented experience for you, your clients, and your professional colleagues.
Practice Enhancement Program
CLIENT EDUCATION
Our library of resources will help you enhance your process by:
- Helping you define the affluent client, their needs and concerns and build processes that will address and resolve them constantly
- Help Improve your business plan and marketing approach, Identify and develop your advisory skills and processes that will incorporate and reflect your personality, style and core values.
- Expanding, defining and managing your client services and elations process.
- Helping to create intimacy and trust with your clients through the development and delivery of your personalized “Most Trusted” Advisor process.
- Cloning your most profitable clients and increasing the profitability of your existing clients.
- Creating a better marketing strategy with other Centers of Influence advisors that will consistently serve as a source of new clients.
- Becoming Educated on the vast spectrum of wealth planning strategies and their applications through actual case studies from our network members of experienced legal, tax and financial experts.
- Helping you identify client needs and cross selling opportunities within your firm or practice.
- Giving you access to periodic network educational webinars on advanced case design conducted by experienced professional members and non-members of the network (CLE and CE Credits may be available where applicable).
TECHNOLOGY
Client and Member secure access to online real time updating and aggregation of
all clients Investment, Banking and Savings Accounts; Digital storage of important
legal, tax and financial reports and documents; Credit monitoring & much more
- Consolidated financial balance sheets updated daily.
- A Client Vault containing all scanned documents, including tax returns, deeds,wills, trusts, buy-sell agreements, and more!
- Access to each client’s Wealth and Business Plans, performance and progressreports.
- Alarms that track important client events and financial changes.