Cases don’t aimlessly drift to success – it requires a plan. This isn’t a secret. However, we equip Advisors with a Planning Map tool that helps them lay out the plan for implementing a client engagement.

There are four reasons for having a Planning Map:

  1. The plan presents your value. It shows all the moving pieces in your engagement and demonstrates that you’re the one coordinating their success.
  2. It helps hold the client accountable.
  3. It helps hold the team accountable.
  4. It becomes an historical relationship map over time – you can see the progression of your work together over the years.

Download the planning map