For CPA Advisors Only
First of all, thanks very much for your time...
Here is your promised FREE download covering a written overview of the services as it relates to our planning software (DOL prepped for your files in advance) and economic/wealth management perspectives we share with top advisors around the country.
We have also included information below to help you and your team gain a sense of why these services are changing perspectives. These items expand your capacity and in turn, can lead your clients effectively toward their planning goals. The end result? Expanding revenues and productivity at the practice level.
This can be implemented and controlled internally by your team - or we can do so via a joint venture where we help you build these revenues together.
Why Demogronomics and Simplicitree?
Simple: They are designed to help you in many relevant channels:
To help keep your clients on the leading edge of change
To help you expand your practice through solid education tools
To help you capture assets and expand services in a competitive world requiring differentiation
To help you - help your clients stay on their pathway in the midst of the media storm
This deep library of tools helps you build
a leading-edge position and practice expansion
in your marketplace.
We have provided two sample Simplicitree retirement plans below. It is also productive to cover this on a shared screen presentation together. Doing so can provide you a strong sense of the power it places in your hands when guiding clients.
You will see how easily these plans can be presented to clients, cutting through a vast array of confusion and simplifying their planning goals. It also places you in a strong position to define effective implementation steps toward those goals - with DOL back-up in place for your files.
More Helpful Information For You
Please review the elements below and feel free to contact us with any questions:
You can find an overview and current Barbell Economy portfolio make-up + YTD data right here.
You can find a review summary of 2011-2015 Portfolio Stats right here.
You will see a sample of some of the video tools we have created for you to capture more clients here.
Advisors are having great success using our plug-n-play seminar production (complete videos, mini-documentary, mail campaigns, scripts, etc.). Check the preview above! The completed documentary tool will be 35 minutes long, complete with scripts and follow-ups.
You can check the Member Portal Services Review inside on this video.
You will find the member benefits and pricing plans here.
In summary, advisors using these tools are seeing consistent practice growth in the form of:
Significant results are being seen in capturing new prospects and assets under management.
Seminar setting results are substantial with many new meetings being set
Planning results are improving with Simplicitree planning software added to the process
Productivity is increasing as fears and angst fall in the advisor's client base
We look forward to discussing these benefits in our confidential review call with you soon.
Here's to your success. Be well.