Notice: Current licensees looking to log into your training site, click the appropriate link (upper left hand corner). HNW for High Net Worth, XY for GenXY & Mass Affluent, and 401k for 401k Consulting Service.

Practice Management Systems for Today’s Top Comprehensive Wealth Advisors.

Financial planning is more complex today than ever before. That’s why we’re here. We help financial advisors simplify every part of the planning process by using proven systems and processes, tools and checklists.

The #1 Source For Practice Management Systems and Processes Developed by the Wealth Advisors (That Actually USE Them with Their Clients)


WHICH SYSTEM IS RIGHT FOR YOUR PRACTICE?

High Net Worth

If your practice focuses on high net worth families or you want to add the tools and processes necessary to begin marketing to them, then Practice Management Blueprint – High Net Worth is for you.  With close to 100 advisors (and growing), PMB – HNW is the largest network of wealth advisors , all using the same wealth planning process.  Advisors all across the US, from different broker dealers, RIAs and wirehouses, as well as, from other countries like Canada and Singapore have been using these proven planning processes to help them create a repeatable, yet unique client experience. Join us today and get access to our in depth systems, checklists and training.

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Gen XY & Mass Affluent

Built off of the chassis of our High Net Worth planning system, Practice Management Blueprint – Gen XY and Mass Affluent is for advisors that focus on millennials or the mass affluent pre-retiree. These clients tend to want more guidance on cash flow and are less intensive on high end estate and business planning. They want someone to guide them – they need a coach, not just a plan. This system covers all of that and much more. In order to be profitable in these niches a practice built on repeatable systems and processes is essential. That’s where we come in…we have it all laid out for you so that you can just copy what works in our practices and paste it into your practice.

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Need Multiple Systems? Ask Us About Licensee Discounts.

 

401K

Our 401K Consulting System is leading the way to help advisors create a DOL friendly 401K consulting practice.  Current clients will love the added value you will bring to the table when it comes to helping them meet their fiduciary responsibilities.  Prospects will quickly and easily understand your value proposition and will want you on their team.  As with all of our systems, the 401k Consulting System includes everything you’ll need to run a successful 401K business…from prospect onboarding to running an effective RFP to monitoring and reviewing the 401k plan on an annual basis. You’ll get all of the tools, training and an online community of other advisors using the same system as you.

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Why Use Systems and Processes

  • Connector.

    Easier to Create and Deliver A Unique Client Experience

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    Increased Quality Control and the Ability to Repeat the Unique Experience

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    Boost Your Teams Performance and Proficiency

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    Your Practice will Become More Valuable

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    Profits will Rise Due to the Ability to Increase Fees

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    You will Save Time and Stop "Recreating the Wheel"