Marketing: How Every Advisor Can Use The White Labeled Backdoor Roth IRA Flowchart
Members incorporate checklists and flowcharts into their marketing efforts in various ways, which you can read more about here. Undoubtedly, getting started can be overwhelming for some advisors, so we’ve taken the guesswork out of the process. What follows is…
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How To Incorporate Checklists & Flowcharts Into Your Marketing Efforts
As a productive advisor whose time is best spent serving clients, consistently feeding your marketing pipeline can fall down the priority list. It’s understandable, and we get it. However, when we learned many of our members were incorporating our checklists…
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Use Checklists And Flowcharts To Enhance Your Planning Process (A Seven-Part Series)
Use Checklists And Flowcharts To Enhance Your Planning Process: Part 1 of 7 A growing trend among financial advisors is to break the typical financial planning process into a series of smaller planning engagements with clients throughout the year. The…
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Reviewing Strategies To Save More (January and February)
Part 2 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Use this email to invite your clients for a specific planning exercise. Send and share the “What Accounts Should I Consider If I…
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Reviewing A Tax Return (March and April)
Part 3 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Offer to review a client’s tax return by sending this email. By referencing the “As Someone Who Is Working, What Issues Should I…
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Reviewing Investments (May & June)
Part 4 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Offer to do a dedicated review of the client’s investments by sending this email. Show your client that reviewing investments involves a lot…
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Reviewing An Estate Plan (July and August)
Part 5 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Updating an estate plan may not be one of the highest priorities for your clients, but you can help them to keep it…
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Reviewing Insurance Coverage (September and October)
Part 6 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. This email invites the client to reach out to you to discuss insurance coverage and possible gaps. The “What Issues Should I Consider…
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