SERVICES --------------------------------------------------------------------------------------------------------- • You want to do comprehensive plans for more clients. • You want to do updates of your clients' plans each year. • You want an experienced outsourced plan supplier that you can count on. These are the areas that PlannerPartner can help you to enhance your client's satisfaction and improve your bottom line. Manual data entry Save time and headaches by having us organize and input your client's financial information. New Plan Focus on the important issues of understanding your clients goals, forecasting future scenarios and building deeper relationships instead of mastering software, managing a larger staff and binding presentations. Plan Update Revisit your clients' goals periodically and create an ongoing non-market correlated revenue stream for your practice without the additional stress of doing it "in-house." |
New Scenario update Quickly and profitably determine a new course(s) of action or direction for your clients' financial future as their lifetime goals or current circumstances change. Training and Consulting Do you want to "introduce" planning to your current and future clients? Learn from our veteran planners and sales experts how to present, sell, and market financial plans more effectively. Group and one-on-one sessions are available. Custom Presentation development Customize your planning presentation (digital or hard copy) to meet the needs of your practice and pinpoint key concepts and scenarios to be discussed without having to be a graphic design expert. The fees you charge your clients for comprehensive financial plans are not affected by the direction of the stock market. Each year that you review the client's financial issues and update their plan, you get paid for your work. PlannerPartner is there to assist you with your plans and updates so that you can focus on meeting with your clients, while we focus on getting your plans done for you quickly, accurately and on time. It has been said that providing financial recommendations without a plan is like a physician treating an illness without proper tests. You might be successful, but sooner or later your patient could suffer. A comprehensive plan is important to ensure that all relevant areas are explored and understood so that your "patient" receives the very best most appropriate treatment for his or her financial situation. |
Better Plans. Less Time. (c) Planner Partner |