You get better clients. You get richer relationships with those clients. You get increased production. You get cases that move faster. You get to use your time dramatically better. You get a team that works like clockwork. You get to stop being a commodity, and be seen as truly valuable to your clients.
But that’s not all you get…
You get our trademarked 4 Decision System™ that helps your clients move through the decisions they need to make (this is all about their decisions, right?).
You get a powerful way to set yourself apart from the pack, from the very first moment you meet a potential client.
You get a carefully designed meeting plan for your prospect meetings that is transformative, intuitive, and most importantly, effective.
You get a trademarked approach to planning engagements, called the Wealth Optimization System™, that reveals the client’s true motivations for planning, that actually clarifies meaningful goals, that identifies their decision-making framework, that has them actually affirm and commit to their goals, that clearly identifies the planning gaps, that makes it easy for clients to make implementation decisions, that visually identifies a timeline for implementation, and that is supported by a web-based application that captures all of it, and that you can access from anywhere (yes, even space)!
You get scripted language that you can tune to your own style.
You get a structure for engaging in a fee-based relationship with your clients, that extends beyond the first year.
And most importantly, you and your team get the skills to actually do all of this.