Become a GEN X/Y &
Mass Affluent Financial Planning Expert
Learn how to profitably provide comprehensive fee-based or fee-only financial planning to this important market segment. Baby Boomers are expected to transfer $30 to $40 trillion to Generation X and Millennials.
Once Implemented, You’ll Have a Planning Process that Delivers
Consistent Planning Fees
…and a System for Acquiring More Referrals than EVER Before. We Call It:
What if you didn’t have to “ask” for referrals?
Instead…what if referrals “asked” you to work with them?
And what if acquiring new referrals was as simple as pushing the “Easy Button”?
It sounds crazy, but that’s exactly what’s been happening for advisors using the Gen X/Y and Mass Affluent planning process. And once you have implemented the system into your practice, you too will know how to not only attract referrals to your firm on a regular and consistent basis…
…but to attract and acquire referrals and grow your practice PROFITABLY.
Did you understand that?
You’ll no longer have to practice “ask-and-beg” or “hope-and-pray” referral marketing.
Referrals will come to you, because your process is a unique client experience that clients will want to share.
But how do you actually do it?
How do you build a planning process for the GEN X/Y and Mass Affluent marketplace and teach them to refer others to you profitably?
That’s exactly what you’re going to learn…
FACT: All Financial Planning Firms Need A Repeatable Process For Generating New Prospects and Clients…
Prospects and clients are the life-blood of any financial planning firm.
It sounds stereotypical, but…let’s face it…we all know, it’s true.
That’s why being “the best marketer” or “the most technically savvy” isn’t enough. Firms today must have scalable, duplicatable systems and processes that wow their clients enough to help your firm generate new qualified prospects that turn into clients, if they want consistent and sustainable growth.
In other words, scalable, duplicatable, systems and processes delivers prospects, revenues and clients: The real lifeblood of every planning practice.
So that’s why planning firms need systems and processes.
There’s just one overlooked issue: Most so-called “process and system designers” don’t know what they are doing.
That’s where we come in.
As a Practice Management Blueprint: Gen X/Y and Mass Affluent Specialist, you are especially qualified to deliver a unique client experience that encourages clients to introduce prospects and convert those new prospects into clients.
What You’ll Learn In This Training
The Planning Process Blueprint
Discover how to deliver all 5 phases of this unique financial planning process. When you know this, you’ll be able to attract new prospects to your firm and take them on a journey from Awareness and Concern through Solution Education and all the way to Implementation and Annual Fee Renewal.
Client Solution Education
Master this 3 step process for educating clients on the issues they should be aware of to engage them to take action. Then we’ll give you our 3 step method to ensure that clients feel fully educated and in control of the financial plan design process. We have repeatedly found that clients want to implement the plan design aspects they participated in the creation process.
Planning Language Mastery
Discover how to master one of the most cumbersome aspects of the financial planning process is the writing of the final plan…we’ll show you how to quickly and effectively get your plans written. We will provide you with a library, packed full of sample planning language and a system for building your library further. This will allow you cut and paste objectives, observations and recommendations.
The Annual Renewal System
Learn the 4 tools necessary to succeed at delivering an amazing annual review that clients are willing to pay a fee for each year. We’ll give you the tools, calculators and the process to deliver this system effectively and efficiently. You’ll also be over delivering on your value proposition and clients will reward you with referrals.
Planning Technology Tools
Learn all 7 types of technology you need to succeed as a Practice Management Blueprint: Gen X/Y and Mass Affluent Specialist. We’ll give you all of the tools and technology we have created and also provide you with recommendations for each type of technology to ensure you get the most effective and user-friendly tools available.
Share The Experience
This is the pinnacle of referral gathering processes. We only teach this to advisors that have licensed our entire system because it is woven into every client interaction and each of our planning processes. We actually teach clients how to share the experience they had with our planning process with others. Prospects will actually begin to call your office and request to meet with you.
Practice Management Blueprint:
Gen X/Y and Mass Affluent
In this 2 1/2 day training you’ll learn everything you need to know about delivering a world class financial planning process to the Gen X/Y and Mass Affluent market. You’ll learn which documents and questions to use and when to use them and exactly how to deliver it! Plus, you’ll be given exclusive access to members-only bonuses and social groups to communicate and share your ideas and experiences with your fellow financial professionals.
Course One: The Two Step
Video Training A: The Foundation Dialogue Boot Camp
Lesson 1: Creating the initial prospect meeting kit
Lesson 2: Which documents and tools to use and why
Lesson 3: When to use each document
Lesson 4: Which client documents are needed
Video Training B: The Foundation Dialogue Summit
Lesson 5: How to run the initial meeting
Lesson 6: What questions to ask and when
Lesson 7: Capturing client’s objectives, concerns and data
Lesson 8: Debriefing the meeting with your team
Video Training C: The Strategic Blueprint Boot Camp
Lesson 9: Creating the perfect proposal
Lesson 10: The meeting schedule and sample agenda
Lesson 11: The ultimate tracker
Video Training D: The Strategic Blueprint Summit
Lesson 12: Delivering the perfect proposal
Lesson 13: Reviewing the planning process
Lesson 14: Getting hired and setting expectations
Course Two: Cash Flow Focus
Video Training A: The Cash Flow Focus Boot Camp
Lesson 1: Preparing for the cash flow conversation
Lesson 2: Understand the cash-flow allocation
Lesson 3: Understand the cash-flow breakdown
Video Training B: The Cash Flow Focus Summit
Lesson 4: Delivering the cash flow conversation
Lesson 5: Using the cash flow allocation
Lesson 6: Using the cash flow breakdown
Lesson 7: Introducing the ultimate tracker
Course Three: Investment Focus
Video Training A: The Investment Focus Boot Camp
Lesson 1: Understanding Risk and the Critical Concerns of Investing
Lesson 2: Portfolio Objectives
Lesson 3: The 8 Things You Need to Know Checklist
Video Training B: The Investment Focus Summit
Lesson 4: Delivering the documents and tools
Lesson 5: Explaining the Callan Periodic Table of Returns
Lesson 6: Understanding Variable Annuities
Lesson 7: Educating and consulting, not selling
Course Four: Retirement Focus
Video Training A: The Retirement Focus Boot Camp
Lesson 1: Understanding which documents to use
Lesson 2: Why each document works
Lesson 3: Zeroing in on the retirement objectives
Video Training B: The Retirement Focus Summit
Lesson 4: Teaching clients about retirement planning
Lesson 5: Matching objectives to recommendations
Lesson 6: Explaining Inflation of COLAs
Lesson 7: Sharing the case studies
Course Five: Estate & Risk Focus
Video Training A: The Estate & Risk Focus Boot Camp
Lesson 1: Understanding which documents to use
Lesson 2: Why each document works
Lesson 3: The estate & risk questionnaires and data
Video Training B: The Estate & Risk Focus Summit
Lesson 4: Estate Meeting Process
Lesson 5: LTC & DI Risk Meeting Outline
Lesson 6: LTC Slant Risk Meeting Outline
Lesson 7: The 9 D’s of Buy-Sell Planning (business owners only)
Lesson 8: Insurance Intake & Time Horizon
Course Seven: The Ongoing Wealth Inspection
Course Six: Plan Delivery & Implementation
Video Training A: The Plan Delivery & Implementation Boot Camp
Lesson 1: Developing the Wealth Coaching Plan (Final Plan)
Lesson 2: Why use an implementation schedule
Lesson 3: How to use the implementation schedule effectively
Video Training B: The Plan Delivery & Implementation Summit
Lesson 4: The 3 secrets to delivering the Wealth Coaching Plan
Lesson 5: Using and delivering the implementation schedule
Lesson 6: How to have an effective check-up meeting
Lesson 7: Utilization of their wealth management site and personal vault
Course Eight: Personal Introductions Process
Video Training A: The Ongoing Wealth Inspection Boot Camp
Lesson 1: Understanding the Wealth Inspection Process
Lesson 2: Developing their Investment Road Map
Lesson 3: Creating the Custom Wealth Inspection document
Video Training B: The Ongoing Wealth Inspection Summit
Lesson 4: Running the Custom Wealth Inspection meeting
Lesson 5: Delivering the Annual Schedule of Events
Lesson 6: Using the Assessing Satisfaction tool
Lesson 7: RMP
Lesson 1: The Name Gathering Secret
Lesson 2: Referral Leverage Points (must learn)
Lesson 3: Client & Prospect Sample letters
Lesson 4: The Meeting Script
Lesson 5: Objection Handling (Telephone)
Lesson 6: The referral gift process
Course Nine: Share the Experience
Lesson 1: Creating the Right Mindset
Lesson 2: Identifying & Creating Collateral
Lesson 3: Putting It All Together
Lesson 4: Share the Experience Language
Course Ten: Program Bonuses
Lesson 1: The language bank – Objectives, Observations and Recommendations
Lesson 2: First Meeting Mailings
Lesson 3: Life Event Booklets
Lesson 4: Business Tracking Tools
Lesson 5: Follow up letters for every meeting
Lesson 6: Access to Gen X/Y Engage (private Facebook group)
When you invest today, you’ll receive instant access to:
- The Practice Management Blueprint: Gen X/Y and Mass Affluent Process and Training System
- 10 Core Training Modules
- 22 Video & 22 Audio Training Sessions
- 8 Process Explanatory Flowcharts
- 42 Ready-to-Brand, Editable Client Facing Documents
- Investment: $7,497
- Level: New Advisor to Seasoned Professional
- Setting: Online/Virtual
- Training Length: 2 1/2 Days
- Expected Completion and Implementation: 2-3 Months
Plus, you’ll also have access to:
- Gen XY Engage – Our members only Facebook group
- Our full Share the Experience prospecting training
- Personal Introductions Process – referrals on “Steroids”
- 4 Life Event Booklets – Clients love these!
- Exclusive BONUS materials, tools and much more
Who Should License This System
You have the technical skills – earned your CFP® or ChFC, but you still feel that delivering the advise could be done more efficiently and definitely more profitably. Stop recreating the wheel and let us help you create a scalable, repeatable and unique client experience for your firm. We have done it for others, we can do the same for you.
What’s better than doing it right from the beginning? Nothing! This is the equivalent to investing in a well run franchise…without the 6 figure capital expenditure. While you’re mastering the technical side of planning don’t get caught up worrying about your lack of a system for delivering advice. Our proven system is just the tool you need to kick off your financial planning career. It’s one of the few full fledged systems that gives you the necessary tools to run each and every meeting. No concepts…no fluff.
You love systems and processes so this will be second nature to you. If you have struggled with bringing comprehensive financial planning to your clients….profitably! We know, that’s why the Practice Management Blueprint was created…to bring order to the chaos and to do it profitably. You’re already used to charging fees so this system will be a natural fit for you.
Give your advisors a real edge against their competitors and at the same time give them the tools necessary to deal with the new DOL rules. Comprehensive planning answers all the problems because advisors really know what their clients objectives are today and in the future. Everything is documented, it’s done profitably and with a higher level of implementation of AUM and financial services products because the advisor is helping the client buy rather then selling to them. Contact us for corporate pricing arrangements.
Broker Dealers, IMOs & RIas
If you’re in charge of training the next generation of advisors for your firm – whether you’re training 1 or 100 new advisors this training system is the 21st century solution. Training new advisors how to successfully charge fees for financial planning advice is the quickest way to help them grow a profitable practice of their own.
About Your Trainers
Brian Imrich is the founder of GPS Financial. As a financial planner, Brian and his team provide comprehensive financial planning focusing on retirement, investment and estate and risk planning for Gen X/Y and the Mass Affluent. Brian adamantly believes in an objective, process driven experience that he calls The Wealth Navigation Process. Coming from a family of educators, the process is built around educating clients on their options and strategies to help build more confidence in their financial plan. His unique differentiation and greatest value as a financial advisor is his ability to listen and help clients take action towards their chosen solutions. Brian’s planning practice has consistently produced revenues over $400,000 for the last several years.
Michael Palumbos is the founder of the wealth management firm, Family Wealth and Legacy. As a family wealth advisor, Michael and his team provide comprehensive wealth planning for high net worth families in business. The Gen X/Y and Mass Affluent process filled the gap of providing valuable financial coaching to the next generation of the family business. The process changed everything…it provides great value to the younger, not yet wealthy, clients and at the same time is profitable for the firm.
Why the Custom Wealth Advisor Network is different
You can find other trainings and coaching programs that cover portions of what the CWA Network has put together but each of the Practice Management Blueprint Systems has been designed, tested and proven to work, by the advisors that actually use the system.
In other words, we aren’t “marketing coaches” and we come from different broker dealers and RIAs. We are advisors actually running our own practices and using the system every day. We hate untested theories and have learned the best way to learn something is to dive in and get dirty doing it. If that sounds good to you, then welcome!
You’re going to love it here.
And, It Gets Better…
We are so confident that our system will help you take your comprehensive planning practice to the next level that we offer a no hassle, full 60 day money back guarantee. Seriously, we know what it’s like to take that initial leap when investing in a new product, system or technology for your firm…so, we want this to be an easy decision for you. Go through the training, add it to your practice and use it with your prospects and clients…and if you don’t feel that the system has had a noticeable impact on your confidence, revenue or refer-ability then let us know and we’ll refund your investment in the Practice Management Blueprint – Gen XY and Mass Affluent System.
Frequently Asked Questions
- Q: How will this training help me?
A: It depends on who you are…
If you’re a new advisor, this system is a way to create a unique client experience right out of the gate, as well as, generate revenue quickly. It’s not always easy for Gen X/Y advisors to work with HNW clients. This system allows you to be profitable working with Gen X/Y and Mass Affluent clients without having to worry about AUM in the first 1-3 years.
If you’re an experienced advisor, this system will provide a way to be profitable working with the children of clients and it’s a great on-boarding process for junior planners.
If you’re a CPA-PFS, this system is the surest way to add (or deliver) comprehensive financial planning to your practice. And do it impact-fully and profitably.
If you’re a broker dealer or team trainer, this training is a great way to learn comprehensive fee-based financial planning yourself. It’s also a great way to train the advisors on your own team to ensure that they’re up to speed on the latest trends and practices.
Q: “Why is it important to use a system when delivering financial planning to Gen X/Y and Mass Affluent clients?”
A: There are so many variables to the financial planning process…systems and processes provide a simple way to deliver a unique client experience.
- Q: How long will it take to learn and implement this system into my practice?
A. There are 2 1/2 days of video and audio training, so if you work at it full time you could conceivably complete the training and implement it into your practice in a week (we don’t recommend it). To fully understand and apply the system, you should plan on 30-60 days, and 90-180 days to begin to make it your own.
Q: “What’s the difference between all of the different Practice Management Blueprint Systems?”
A: The Practice Management Blueprint: Gen X/Y and Mass Affluent is designed to profitably deliver value to that market segment. It is built off of the foundation of our original system but the tools and questions are focused on their specific needs and objectives.
The Practice Management Blueprint: High Net Worth is our original system, it was designed to deliver a unique client experience to the high net worth marketplace. It’s the most comprehensive wealth planning system available. The technical skills needed to deliver this planning process is as would be expected for that market segment.
The Practice Management Blueprint: 401k Consulting Service is for those advisors that want to serve 401K sponsors as a market specialist. The same level of client experience, tools and process were put into this system…just as we did the others.