Three Pillars

Counseling & Communication

Wealth Strategies Client Engagement

Achieving client’s specific goals through the process of Review, Design, and Implementation through authority on and clarity of:

Wealth Strategies Client Partnering

Achieving client’s specific goals through the process of Review, Design, and Implementation through authority on and clarity of:

More attention paid to

Rapport – a continued feeling of connection
Relevance – Current personal perspective related to the subject
Expanding engagement
Encouraging “new/deeper/clearer thought and what’s behind it”
- “Suspect Thought”
- Resulting in former goals as less or not important
Understanding and committing to “We Can Help”
Proactive commitment to process
Expectations – setting, continuously reaffirming, achieving, and “whole plus one”

Consistently creating “new/deeper/clearer thought and what’s behind it” to provide a safe space for clients.

Wealth Strategies Advisor Grounding

Helping Advisors realize the role of “thought” behind it all.

Advanced Case Management – Processes & Protocols

Processes that worked before may not support a practice serving wealthy clients – receive and fine tune processes and systems to support you and your team’s implementation of LWS
Continuously enhance your systems to stay current with process, team, and technology changes
Continually enhance your protocols of how to interact with client and advisors, as our industry is impacted by tax, marketing, legal/financial, and media influences

Case Studies – Review, Design, and Implementation Labs

Learn strategies for wealth families in models you can implement and explain
Stay abreast of changes caused by new laws, economic conditions, financial products, and the impact of the media
In our Practice Labs, through group role playing, you will practice on each other, not your clients.
A safe environment to learn to explain complex strategies in models your clients can understand
In each session collaborate to create your group’s version of that case’s design plan and then present and combine with others to create that session’s Integrate Strategies Playbook.