The CONNECTED Advisor Overview

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A successful practice starts with a focused business/life plan combination. It centers on branding with service levels, deepening relationships with your best clients, communicating regularly with investment and lifestyle ideas and automating top client referrals.

Implementing the Systems
The CONNECTED Advisor Practice Management Systems are a series of workshops and CDs providing the 4-Step process, “How To Do It” action steps, tools and templates, and success stories to:

•  streamline processes.
•  increase profitability.
•  build deeper relationships with top clients.

The 8-Steps are outlined below and each one can be a stand-alone session or combined for a more in-depth training. The CONNECTION Newsletter keeps reinforcing the ideas with success stories.

The CONNECTED Advisor: 8-Steps to Building Your Extraordinary Practice
Step 1: PRODUCTIVE AND PROFITABLE: A 5-YEAR LIFE/ BUSINESS
             PLAN
Step 2: WHY YOU? BRAND YOUR PRACTICE AND JUSTIFY YOUR FEES
Step 3: DELIVER “Platinum” SERVICES TO TOP CLIENTS
Step 4: COMMUNICATION PLANS THAT LOCK-IN TOP CLIENTS
Step 5: DEEPEN RELATIONSHIPS WITH ADVISORY BOARDS
Step 6: ENGAGE TOP CLIENTS WITH LIFESTYLE EVENTS
Step 7: UNCOVER REFFERALS AND OPPORTUNITIES WITH CLIENT
             REVIEWS
Step 8: ACQUIRE TOP CLIENTS’ FAMILY AND FRIENDS

The Result
Increased Profitability – This program helps advisors position their value to high net worth clients and grow their practice through a focused, repeatable process. It gives advisors a competitive edge by looking at gaps in their practice’s organization, locking-in top clients, duplicating them and increasing assets under management.

Streamlined Processes – It is a turnkey program with a series of workshops that build on each other with industry experienced facilitators, practice management tools and worksheets, and reinforcement through The CONNECTION email newsletter and webinars.

Increased Productivity – The workshops focus advisors on building deeper relationships with their top clients generating around 80% of the revenues and committing the majority of their resources to providing them solutions to their investment needs and lifestyle interests.

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