This diagram illustrates how the Satori planning process benefits the advisors we collaborate with:
Benefit 1: Distinguishing The Advisor
The show of collaboration during a client meeting elevates you beyond the traditional advisor/client relationship, because you are providing them with a holistic approach to wealth planning as well as positioning yourself as their single source for planning counsel.
Benefit 2: Asset Discovery
Portfolio reviews can uncover assets currently not under your management. Whenever this occurs outside the spectrum of “client privileged information”, this insight can create significant opportunities for you.
Benefit 3: Creating Opportunity
Designing an estate plan can uncover new client needs, which creates additional product placement opportunities for my advisor partners. (ILIT, Crummy, etc.)
Benefit 4: Closing Sales Faster
My willingness to support sound recommendation you make to your clients, either through direct interaction during your sales process or over the course of time through my client care program.
Benefit 5: Generating Referrals
Clients whose expectations were exceeded are more likely to refer friends, family and co-workers to my advisor partners. Additionally, my client care program often generates referrals from the client’s family and friends, which can be passed to you as leads. Lastly, my administration process is designed to introduce future heirs to their parent’s advisors.