ACE 201: Introducing Collaborative Partners & Understanding Their Revenue
ACE 202: The Practice Experience
ACE 203: Initial Visit, The Long Meeting
ACE 204: Inter-disciplinary Collaborative Wealth Meetings – Create great plans and “Buy-In”
ACE 205: Selling the Collaborative Plan
ACE 206: Understanding and Designing Your Future Practice
Why is it that some referral sources introduce clients that are excited about your advice and become your perfect client; while other referral sources seem to produce inquisitive potential clients that are at best luke warm? Through facilitation, in inter-disciplinary groups, review processes that have proven results and create your own process to implement with your referral sources and team.
We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience- your practice as seen through the eyes of others. It introduces you to techniques in which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.
Clients want to know that we have heard and understand – and that we have a process to help. From proper reception to “being present”, learn what it’s really about. The purpose of the initial visit with your client is to demonstrate a “quiet confidence” through listening. In this session we will review a formula that is sure to engage your clients.
When meeting as a collaborative team (with or without the client present), do we create an inspiring environment for the benefit of the other advisors and client? Set expectations and create “buy in” through an atmosphere that encourages collaborative team members to participate, brainstorm, and be part of the solution. Develop your own method to understand the purpose, expectation, data, process, and meeting action checklists of the collaborative team plan design meeting.
In groups, review the personal facts, data, and goals of the “prospective client.” Utilize the tools from the previous sessions to analyze, test, and challenge combinations of planning theories and strategies to design the client’s plan as an inter-disciplinary team – and present them to your client together.
This course is an overview of a tool that creates both a unique and objective way to look at your practice. Through a tactical planning assessment identify and contrast the differences, concerns, and opportunities of the reality of your firm compared to what you believe it is and what you want it to be. Capitalize on the results from your assessment with a marketing booster shot for your practice, driving new advisor and client relationships for firm revenue.
The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.