What You Will Learn

The Best Practices Seminar surveys some of the most effective ideas used by the nation’s top planners. This program covers marketing strategies, methods for charging fees, relationship management systems, planning strategies, and other topics reviewed on our web site. We share proven techniques to generate more referrals to high net worth clients and then deliver more value to the clients throughout each phase of the planning process. We review these topics:

	Adapting to Planning Trends and Presenting Valuable Deliverables to Clients
	Charging Fees and Using Appropriate Engagement Letters
	Delegating Technical Work to a Virtual Back Office and Advanced Sales Department
	Developing the Value Proposition Letter after a Discovery Session, and Preparing the Family Wealth Statement During/After a Client Retreat.
	Developing Relationships With CPAs, Bankers, Lawyers, Charitable Development Officers, and Other Referral Sources
	Presenting Your Materials During Client Seminars, Training Workshops, and One-On-One Presentations
	Complying with IRS, SEC, NASD, AICPA, ABA, FPA, and Other Relevant Guidelines.
	Focusing on Your Unique Talents by Delegating “Administrivia” to a Relationship Manager

In addition to the many benefits of attending our Best Practices Training Workshops, we also equip you with a CD loaded with 100 resources to help you more effectively communicate your value to clients.