Process
A yearly process/workflow developed by Kai.
What is the 1099's/Tax Documents: Send to Clients/CPAs?
A smart and detail-oriented intern who was recently promoted early to financial advisor associate.
Who is Kai Kramer?
49%-26%-26%
What are the new business numbers for won, lost, pending?
We use IDS to turn our problems into opportunities for improvement. IDS stands for this.
What is identify, discuss, solve?
The framework we use to outline our quarterly goals.
What is the VTO (vision-traction organizer)?
The triangle symbol in our logo stands for these qualities.
What is strength, aspiration, power, growth, precision?
An HR checklist developed by Angela.
What is the absence checklist?
Who is Thomas Bartling?
$222,385,000 and $240,000,000
What is last year and this years AUM?
Our response to clients or prospects who show curt or impolite behavior.
What is compassion, patience and understanding of their fears or complaints? Also, what is IDS?
4% of salary per year.
What is the bonus for successfully completing your VTO goals?
Ethical, Trustworthiness, Expertise, Achievement, Dedication.
What are PlattWM core values?
A workflow built to engage and build relationships with our client's adult children.
What is the 401K Review workflow?
A high achieving financial advisor associate transitioning millennial clients under management.
Who is Marty Rascon?
Our biggest referrers this year so far.
Who is Joanne Petty, Cam Whitener/McGivney, Blitz Lee (Mike and Alan!)?
IMA Audit by Kai was the solution to what problem.
An inaccurate and unreliable billing master?
Streamlined, profitable, and comprehensive financial planning available to clients willing to pay.
What is Thomas' 3-year VTO?
To make a meaningful impact on the lives of our clients.
What is the PlattWM vision (mission)?
The new additions/refinements to the financial planning workflow.
What are the 3 questions and the integration of the cashflow worksheet questions?
Name our 4 important consultants.
Who is Fiscal Fitness, JJ (Desert Diva), Hill Advisors and Regala IT?
"We have a better sense of how to mentally and emotionally work through money issues in the future. We’d surely recommend you to anyone else, as well."
What is documented client feedback?
Changing the name of the budget worksheet to cashflow worksheet.
What is reframing?
Maintain assets at the firm via identifying, communicating, and meeting with other family members of clients. Identify, communicate, and hold a meeting with client’s financial team to qualify referrers, and generate new business opportunities (offer complimentary portfolio review to potential COI’s).
What is Marty's 3-year VTO goal?
Marketing materials, our stories, language we use with clients, our actions, client service and core services.
How do we communicate our vision?
An ultra fast and excellent workflow team build supporting our current marketing campaign.
What is the social security analysis workflow?
The qualities we look for in new hires.
What is passion (drive), client-service focus and strong alignment with our core values?
Unlimited.
What is the amount of success potential we have working as a passionate and client focused team?
What is the number of positive impacts we can have on our clients and their families?
What is the level of personal and professional growth we can achieve for ourselves?
These team solutions were implemented to relieve Jeff's overloaded schedule.
What is Marty transitioning younger clients and taking on more investment responsibilities, more blocked out time on schedule, shifting marketing to Marty and Thomas, CSA meeting?
What is Jeff and Angela's 3-year VTO goals?
When we give a first class experience, emotionally connect with our clients and help them understand our vision we generate this.
What is WOMI or Word of Mouth Influence?