Process
An old workflow refreshed for more touch opportunities.
What is the new client workflow?
An experienced and smart advisor who has quickly become an important point person in our diamond team.
Who is Curtis West?
13 clients-3 clients
What is the number of financial plan clients, and who became AUM clients this year? Bergman, Cline, Schloss
What is communicating our value? What is asking the right questions? What is getting them to tell us why they should transition?
EOS stands for.
What is Entrepreneurial Operating System?
Two of our brand values.
What is transparency, care, expertise, perspective?
The process helped parents feel comfortable introducing their kids to us as clients.
What is family billing?
This top percentile CFA candidate is currently managing many of our client's adult children.
Who is Marty Rascon?
2,197 people
How many people visited our website from Google search this year?
This research will lead us to a solution for greater access to client data and faster operational time.
What is the search for a new reporting system?
Internal Succession Plan
What is Jeff and Angela's VTO?
What we strive for, what we do everyday.
What is our vision and mission?
A process of scripting, practicing and sink or swimming that ended up working out well.
What is transitioning clients to Curtis and Marty?
This person has received the most amount of compliments for patience and helpfulness.
Who is Kai Kramer?
$2.4M 2019, $1.3M 2020, $675 2021
What are losses to MG and Logan?
This structure will help us leverage our expertise, allow more time for new business, and help mentor younger staff.
What is diamond team?
90 days
Something that we would ideally have for all clients at some point.
What is a financial plan?
Disorganized folders and forgotten workflows being cleaned up and organized.
What is compliance?
Marty, Kai, and Curtis
Who are?
9,262,400K and 21,987,600K
What is the NNA number from last year and this year?
We need to troubleshoot for this group of prospects who continue to say no to investment management.
Who are traditional head of house hold DIYer boomers?
$250K in AUM, an Investment Committee, and a great team in place.
What was Jeff's VTO goals in 2019?
Our guarantee.
What is working as a fiduciary?
A new business pipeline added this year that has yielded quick results.
What is pickleball?
A significant achievement made by this person this year.
What is?
17%
What is the revenue growth from last year?
Trade Errors
What is a problem that we need to IDS with the investment committee going forward?
$7500
What are year end bonuses?
We do these things to generate WOMI.
What is exceeding client expectations, connecting emotionally with clients, activating conversations and refining the narrative?