Paraplanning
Builds advisor financial plans and serves as the direct point of contact with advisor
What is a Plan Manager?
Dedicated email mailbox for High-Net-Worth-Services
What is HNWServices@lplfinancial.com ?
Planning software used to create Tax Planning deliverables
What is Holistiplan?
Amber's pet's middle name
What is Bubba Wallace?
Software:
Financial Planning Software not supported by LPL
(MoneyGuide Pro, eMoney, WealthVision, MoneyTree, RightCapital, NaviPlan)
What is NaviPlan and MoneyTree?
What is eMoney Street/WealthVision?
Reason an advisor can not schedule a Tax Planning Case Consultation
What is MCD?
(Without MCD, advisors can not schedule case consultations with the Tax Planning Team)
You connect with this person for clarification - when an advisor is stating their accrued credits are different than what you see in the app
What is Carole Holschuh?
True/False:
Special Needs Planning is part of a Comprehensive Plan
What is False?
(Special Needs Planning falls within an Advanced Plan - within High-Net-Worth-Services)
Current account analysis versus your proposed account solution.
What is an Investment Proposal?
Price of a Comprehensive Tax Plan
What is $1600?
True/False:
An advisor can terminate their Planning and Advice Services contract the same day they email or call to inform us of their decision
What is False?
(Advisors must provide a 30 day notice before they can terminate their agreement.)
True/False:
All of the below:
PAYG Subscription:
Core - $450
Comp. - $900
Advanced Plan - $3,000
What is False?
PAYG Core plans are $500 under new pricing
True/False:
Advisors can request an hourly consultation with an Advanced Planning Attorney or CFA
What is True?
This is called Direct Attorney/CFA Consultation - cost is $300hr.
True/False:
Currently, advisors can purchase Core Tax plans in the Comprehensive Advice Planning App
(Only Comprehensive Tax Plans can be purchased at this time. Current state - there is no longer a Core option)
System used to track NPS scores/surveys
What is Medallia?
Cost of a Plan Update
What is $400?
Cost of an Advanced Plan Update
What is $1000?
True/False:
Advisors must have their own subscription to Holistiplan before engaging with the Tax Planning team
What is False?
(Advisors do not have to be subscribed to Holistiplan to engage with this team)
Where all notes on every advisor call/contact are stored
What is the Comprehensive Advice App?