Build Strong, Lasting Professional Relationships
This page of our website is dedicated to our trusted advisors and partners. We want to share our resources and knowledge with you in order to build strong, lasting professional relationships. On this page, you will be able to access a library of information that will be useful to you and your clients. We look forward to a continuing and rewarding professional relationship with you.
At Satori, we greatly value the advisors we work with and hope to foster long-lasting professional relationships. We work to help you by assisting your clients throughout the estate planning process.
This diagram illustrates how the Satori planning process benefits the advisors we collaborate with:
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.
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 my advisor partners. (ILIT, Crummy, etc.)
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.
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.
When growth and funding are top priorities, it is wise to not let legal soundness fall to the wayside. Not surprisingly, 1 in 10 startups fails due to overlooked legal issues. Without a lawyer looking out for your best interests, it’s easy to miss common legal...
Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family...