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“Connecting advanced products and services with today’s wealth advisor.”
Qualifications and Pre-requisites
- Industry accepted and affluent client appropriate product and/or service.
- Owned and directed by industry credentialed experts (for example: CFP, CPA, Esq., or CLU)
- 2 years of regulatory approval and market application
- Owners and key employees 10 years of advanced wealth product or service experience
- Owner and spokesperson completion and concept implementation of the team teaching course – The Facilitation Experience
- Application, vetting, and approval by Wealth Education Fellows Board
- Annual re-application and approval by Wealth Education Fellows board
Yearly Product / Service Assessment
“Identify and contrast the differences, concerns, and opportunities of the reality of your firm/product/service compared to what you believe it is and what you want it to be.”
Initial Focus
We meet for about an hour with your team to listen and ask questions in order to gain a basic understanding of your firm, product/service, as well as your firm’s unique placement, situation, and concerns. Where appropriate, we explain our assessment process and set a time and agenda for the Tactical Planning Session.
Gathering
As defined from the Initial Focus meeting, members of the firm complete confidential and thought provoking “homework” and may participate in interviews. We then compile, sort, find similarities and anomalies, and gain a rough insight from the information and ideas provided.
Tactical Planning Session
We facilitate the members of the firm through the Nine Key Business Questions for a full day of tactical planning to help you learn more about what your practice and product/service are and what “it” needs. The owners participate in the first two hours. The team members address the same business questions in the following three hours. For the balance of the day, the entire firm evaluates and discusses each others’ answers to gain clarity and identify areas of alignment as well as enhancements.
Reports and Enhancements
From your team’s efforts thus far, we compile, analyze, and develop a report on the:
- Raw and sorted original firm members’ “homework;”
- Combined brainstorming boards with “weighted” results; and
- Firm’s Enhancement Initiatives with team assignments.
Enhancement Initiative Followup
Where appropriate we are available for phone consultations for your team members as they develop and implement your firm’s Enhancement Initiatives. Further, we attend the first team status update and progress report meeting to guide the initial development of your combined Enhancement Initiatives.
Confirmation
The firm’s ownership meets with our team to review and clarify the results of our engagement.
Typical Yearly Product / Service Enhancement
“Capitalize on the results from your assessment – a marketing booster shot for your product or service to drive new advisor and client relationships for firm revenue.”
As Contracted:
The Inspiring Message
“Develop Customer, Advisor, and Team Centered Benefit and Process Marketing to Inspire Action.”
Initial Focus
We meet for about an hour with your team to listen and ask questions in order to gain a basic understanding of the firm’s and product’s particular branding, marketing, and messaging concerns. Where appropriate, we explain our Compelling Message process and set a time and agenda for the Benefit & Process Marketing Session.
Gathering
As defined from the Initial Focus meeting, members of the firm complete confidential and thought provoking “homework” and participate in possible interviews. We then compile, sort, find similarities and anomalies, and gain a rough insight from the information and ideas provided in conjunction with the results of the firm’s “Practice Assessment” results.
Benefits & Process Marketing Session
We facilitate the owners and key team members of the firm through specific marketing questions for two days of firm and product branding, marketing, and messaging refinement. The group first chooses direction, intent, market share, and desired results from their perspective and the results of the Gathering.
For the balance of the first day, the group develops client and advisor benefit statements, lines of business, and client/advisor centered “thirty-thousand foot view” language for each line of business and process. The second day is dedicated to refinement of message and confirmation of intent and effectiveness as well as recording of final language.
Report
From your team’s efforts thus far, we compile, analyze, and develop a report on the:
- Raw and sorted original firm members’ “homework;”
- Combined original brainstorming ideas and language boards with “weighted” results;
- Group’s finalized Compelling Message; and
- Suggested future enhancements.
Test Marketing
In order to test and refine your Compelling Message we:
- Test market with current and future defined constituencies;
- Re-assess the test marketing results with the firm’s ownership and key team members;
- Refine message through a working group of firm’s members; and
- Direct and assist the firm’s marketing company to create new branding, marketing materials, and marketing plan through initial implementation.
Marketing Implementation Followup
Where appropriate we are available for phone consultations for your team members and your marketing implementation firm as they develop and deploy your firm’s and product’s Compelling Message for direction for refinements.
Confirmation
The firm’s ownership meets with our team to review and clarify the results of our engagement.
The Performance Team
“The Sales, Administration, and Leadership Production Discriminator – Your Informed, delegated, and motivated team will outperform pure talent at every level creating a compelling environment for your clients, team, and yourself.”
Initial Focus
We meet for about an hour with your team to listen and ask questions in order to gain a basic understanding of the team’s concerns for the firm and business. Where appropriate, we explain our Performance Team process and set a time and agenda for the Firm Performance Roundtable.
Gathering
As defined from the Initial Focus meeting, members of the firm complete confidential and thought provoking “homework” and may participate in interviews. We then compile, sort, find similarities and anomalies, and gain a rough insight from the information and ideas provided.
Firm Performance Roundtable
Firm members participate in an interactive “team environment” to define and talk through your firm’s unique opportunities, products, services, concerns, and challenges. Choosing possible solutions before understanding the cause of the problem or concern often has teams ineffectively addressing the symptoms. Discover the obvious and what is behind it. The team then decides on a course of action and Action Items, if any.
The second day continues with wealth advisor team training and counseling to attract, engage, and work with affluent families, businesses, and their wealth advisors. The team refines their skills in client/advisor rapport, relevance, and commitment to “We Can Help” resulting in deeper client/advisor buy-in and team satisfaction.
Report and Action Items
From your team’s efforts thus far, we compile, analyze, and develop a report on the:
- Raw and sorted original firm members’ “homework;”
- Combined brainstorming boards with “weighted” results; and
- Firm’s Action Items with team assignments, if any.
Action Items Followup
Where appropriate we are available for phone consultations for your team members as they develop and implement your firm’s Action Items.
Confirmation
The firm’s ownership meets with our team to review and clarify the results of our engagement.
Engagement Fee starting at $50,000 |
