home

[ PROSPECTIVE PROFESSIONAL MEMBERS ]

As a Member of the Wealth Planning Network you will have access to many valuable resources designed to help you attract and retain more affluent and profitable clients. After many decades of research and practical application regarding the financial needs of the affluent client, we have developed a unique and quantifiable process that results in improving your role as the "Most Trusted and Respected Advisor" to your clients.

Our "collaborative process" and use of web based technology result in time, tax, and money savings to your clients.   87% of over 250 affluent clients recently polled by a leading Wall Street Wealth Planning Firm said that they were in need of a single source for all their advisory needs.

By understanding better your clients needs and desires for A "One Source" and "One Team" advisor approach for advice you will significantly increase your value and revenue while reducing receivables. 

If you are concerned about:

  • Being left out of the Wealth Planning loop by other professionals

  • Downward pressure on fees and income

  • Reduction of lifestyle
  • Losing control of client relationships via competition
  • Attracting enough wealthy clients
  • Cost/Value sensitivity of service
  • Commoditization of service - Undistinguishable approach or results
  • Potential client loss due to risk of referral

    ....then we can help you through our                          

Practice Enhancement Program

For Attorneys

For CPA's

(Click for Demo)

EDUCATION & SUPPORT

Our library of resources will help you enhance your process by:


  • Helping you define the affluent client, their needs and concerns.
  • Improving your approach,unique skills and process that you provide
  • Expanding, defining and managing your client services and relations process.
  • Helping to create intimacy and trust with your clients through the development and delivery of your personalized "Most Trusted" Advisor process. 
  • Cloning your most profitable clients and increasing the profitability of your existing clients.
  • Creating a better marketing strategy to other Centers of Influence advisors that will more consistently serve as a source of new clients. 
  • Becoming Educated on the vast spectrum of wealth planning strategies and their applications through actual case studies from our team of experienced legal, tax and financial experts.
  • Helping you identify client needs and cross selling opportunities within your firm or practice.
  • Giving you access to periodic network educational webinars on advanced case design conducted by experienced professional members and non-members of the network (CLE and CE Credits may be available where applicable). 
  • Providing access to a customized and secure planning web site where you and your staff along with our Wealth Advisory Team can develop plans, strategies and illustrate the impact of multiple solutions and recommendations.

TECHNOLOGY

Online Daily Updating and Aggregation of Investment, Banking and Savings Accounts; Digital storage of important legal, tax and financial reports and documents; Credit monitoring & Wealth Planning and Client Report Center

  • Consolidated financial balance sheets updated daily.

  • A Client Vault containing all scanned documents, including tax returns, deeds, wills, trusts, buy-sell agreements, and more!

  • Financial Plans, Performance Reports, and What-If Projections

  • Alarms that track important client events and financial changes.

If you would like to learn more about our professional collaborative network please contact Tom Ambrose at tambrose@wealthplanningnetwork.com