Professional Networking Partners

You are our ideal professional network member if you possess the following qualities:​

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• At least 10 years of experience in your field

• Enjoy working with clients to reach their most important goals

• Highly motivated to grow your practice and income

• Entrepreneurial outlook

• Very easy going and nice

• Very professional in manner and dress

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We are looking for partners with the following practice goals:

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• Significant revenue growth

• Serve wealthier clients

• Provide state-of-the-art expertise

• Open to adding Advanced Planning for high net-worth individuals

• Open to working with a Wealth Advisor and other professionals

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The Advisor Discovery Meeting

The first step in becoming a Professional Networking Partner (PNP) is to meet for an Advisor Discovery Meeting. During this meeting, our primary goal is to get to know each other and for us to gain insight into your practice to determine your suitability for our professional network. You will have the chance to learn about how we work with clients through our wealth management process while we discover whether we have the rapport needed to work together effectively. As we describe our process, we will point out the areas of the advanced plan where we would potentially be asking for you to help our clients, based on your expertise.

If we mutually decide to pursue a professional partnership, our next step  would be to do a trial run. You would participate in one of our Professional Network Meetings and make recommendations as you see appropriate on specific client cases. This will give the members of our network a good feel for whether it is mutually beneficial for everyone for you to continue to take part.

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The Professional Network Meeting

Once you officially become a part of our professional network, we can begin identifying, prioritizing, and documenting all opportunities for assisting each client in each advanced planning area during our Professional Network Meetings. 

Affluent clients want more than just a one-time financial plan that rapidly goes out of date. They want a process that helps them make smarter decisions about all of their financial issues as they move forward throughout their lives. To provide this advanced planning, you will become a part of a network of professionals—authorities who have deep knowledge across the range of these specialties.

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The information and insights that come about as a result of the Professional Network Meetings will help us to develop an advanced plan to fully address all of the client's needs.