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