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Within the first year of implementing our systems:
- You’ll have a proven two step method for turning prospects into clients.
- Every client meeting will be organized, have a specific purpose and presents you as the subject matter expert that’s prepared to help each and every client during each and every meeting.
- The complexity of the financial planning process will be simple and easy to understand for your clients.
- Your team will know what work needs to get done and who is responsible for every client meeting.
- Clients know they are in control of the planning process and appreciate that their goals and objectives are the filter for every recommendation.
By the end of year two:
- Your confidence to charge larger planning fees will increase, as you and your clients see the value of your new planning process.
- Clients will know, with one document, whether their financial plan is on track or not.
- You’ll have all of the tools needed to monitor and run every aspect of your practice
- Everything you implemented in year one will move from mechanical to masterful and clients will know it.
- Your practice will be worth more because you’ll have repeatable systems and processes running your practice.
By the end of year three:
- Your technical skills will be stronger
- Your value to your clients will increase substantially
- Your revenues will be up and your practice will be worth even more
- You’ll begin to feel in control of your practice and your life and if you want to work less, you’ll be able to.
- Clients will help you and will begin Sharing their Experience with your firm with others.