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.

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.

Designing an estate plan can uncover new client needs, which creates additional product placement opportunities for our advisor partners. (Financial Planning, ILIT, Life Insurance, Long-Term Care Insurance, Accounting Services, etc.)

Clients whose expectations were exceeded are more likely to refer friends, family and co-workers to our advisor partners. Additionally, our ongoing client support often generates referrals from the client’s family and friends, which can be passed to you as leads. Lastly, our trust administration process is designed to introduce future heirs to their parent’s advisors.