You’ve implemented a structured service model, incorporated turnkey investment solutions, and transitioned to advisory. Now you want to make your practice stand out and transition to wealth management. Explore tools and resources designed to help you deepen your relationship with key existing clients and centers of influence, transforming them into powerful advocates for your practice.
Elevate your client experience
Delivering a WOW client experience to key clients can enhance their engagement in the relationship and commitment to their portfolio. Learn how to uncover new opportunities within your practice, build an effective client engagement strategy, and show clients your appreciation for their trust.
Custom Business Analysis report
This report dives into the details of your book of business and draws key insights such as showing the current state of your business and identifying opportunities within your book.
Client Discovery Cards
These client-approved cards will help connect more deeply with existing clients and also with prospects by getting to the heart of what is important to them. Ultimately, this interactive approach to client discovery has the potential to position you to be the client’s primary trusted advisor.
Connect with usFamily Planning Binder
One of the most valuable gifts you can give to your clients and their family in times of serious illness, disability or death are well-ordered records and specific guidance on how they would like their affairs to be handled. This Family Planner will provide crucial information to your client’s family—and to you, their trusted advisor.
Schedule a meetingPractice assessment
Not sure where to focus your time? Take a short quiz to determine which aspect of client engagement you should focus on first.
Schedule a quizBuilding a Client Roadmap
The custom Client Road Map positions you as the coordinator of your client’s most important priorities and helps you deliver maximum value to your clients
Sample roadmap
Evolved Practice Strategic Roadmap
Create an annual plan with your clients, including mapping out when to discuss goal reviews, estate planning, family planning, client satisfaction reviews, etc.
Meet with usDeveloping a strategic focus
Align your practice to target your ideal prospects and clients by focusing on these four key variables.
Delivering a WOW review
Insights on delivering effective and memorable reviews that exceed expectations and increase loyalty.
Create a client advisory board
Creating a client advisory board is a powerful way to help better understand your clients and receive invaluable feedback on your practice.
Create a board
Hosting a "Women: Wired to Invest" client event
Women are set to control substantial wealth in the coming years. Cement your relationship with female clients and prospects by hosting a unique women’s-only event designed to inspire them to recognize their instinctive financial strengths and the benefits of working with you.
Event ideas
Develop centers of influence
Delighted clients can be your greatest influencers. Use these tools to learn how to build effective referral strategies and client advocates.
Value proposition workbook
The fundamental building block for growing your business is your ability to articulate and continuously elevate your unique value. Let our step by step workbook guide you in creating your unique value proposition (UVP).
Connect to get the workbookClient Discovery Cards
These client-approved cards will help connect more deeply with existing clients and also with prospects by getting to the heart of what is important to them. Ultimately, this interactive approach to client discovery has the potential to position you to be the client’s primary trusted advisor.
Connect with usDeveloping a strategic focus
Align your practice to target your ideal prospects and clients by focusing on these four key variables.
Delivering a WOW review
Insights on delivering effective and memorable reviews that exceed expectations and increase loyalty.
Create a client advisory board
Creating a client advisory board is a powerful way to help better understand your clients and receive invaluable feedback on your practice.
Create a board
Formalize team roles and responsibilities
We’ve all heard the phrase “Dream Team.” The following tools help you create just such a team in your practice: A team that is aligned with your service model, that knows how to communicate the services and values you deliver, and that holds each other accountable.
The 3Rs of early teaming
Team-wide clarity of roles and responsibilities can enhance client satisfaction, build advocacy and generate growth, while reducing liability and attrition risk.
The 3R’s of Early Teaming Program is designed to help you establish a client-centered, high-performing team.
Hosting a "Women: Wired to Invest" client event
Women are set to control substantial wealth in the coming years. Cement your relationship with female clients and prospects by hosting a unique women’s-only event designed to inspire them to recognize their instinctive financial strengths and the benefits of working with you.
Event ideas
Practice assessment
Not sure where to focus your time? Take a short quiz to determine which aspect of client engagement you should focus on first.
Schedule a quiz
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