Topics – Atlas

STRATEGY

Purpose Driven Mission

Using the Jobs to be Done framework you will begin to think about your business differently.

Strategic Business Planning

Define your current state before jumping into ideation around
your future state.

Capacity and Client Segmentation

The purpose of client segmentation is to allocate your finite resources for optimal retention and growth.

Client Transfer Strategy

After you’ve defined your business capacity and segments, you may begin to see your business in a new light.

Wealth Solutions Offering

This strategy is designed to help you create your one-page internal offering inventory and create a process to proactively maintain the list.

Pricing Insights

Think objectively about the various pricing methods available to you when you establish new relationships.

marketing

What is Marketing?

Focus on your marketing strategy before marketing tactics to save time and money!

What is Branding?

A solid brand foundation can be built by answering five questions.

Prospecting Calculator

This simple calculator can help illustrate how many prospects you need to connect with to meet your net new assets (NNA) goals.

90 Second Exercise

Who is most important to your business success? Who could move the needle if you were able to meet with this person regularly?

Expand Your Influence

Find the path to timely business opportunities and be perceived as an expert in your field.

Introduce Yourself

Staying current with your image and digital footprint is important now more than ever.

Pipeline Management

No matter where you are in your business journey, having a handle on prospects and opportunities is required to just maintain what you have.

Client service

Active-Constructive Listening

Opportunities for deeper connection and better relationships are gained or missed based on our ability to use strong active-constructive listening.

Client Profiles

This strategy will show you how to capture and implement a Client Profile system to increase the value of your practice and relationships.

Client Service Model

Implementing a thorough review meeting process will help you not only retain the great clients you have but earn the power of introductions.

Client Reviews

Implementing a thorough review meeting process will help you not only retain the great clients you have but earn the power of introductions.

Financial Virtues in Client Service

Understanding a prospect’s unstated needs is equally important as correctly diagnosing their financial needs. The Financial Virtues report makes this easier.

Discovery

Active-Constructive Listening

Opportunities for deeper connection and better relationships are gained or missed based on our ability to use strong active-constructive listening.

New Client Process

Build a relationship from the beginning based on trust and mutual fit.

Introductions Meeting

Don’t let opportunities to help your client pass you by. This exercise is about being curious.

Detailed Discovery

Understanding a prospect’s unstated needs is equally important as correctly diagnosing their stated financial needs.

Reaching Agreement

Share your personalized recommendations with clarity and reach an agreement to implement their plan with confidence

Welcome Process

Use this process to celebrate the start of a long-term working relationship.

Building Advocates

Elevate your Review Meeting process and bring something new to the table and build advocates.

efficiency

Activity Management

By prioritizing your activities, and connecting them to goals, you can start doing more of what’s most important.

Team Meetings and Communication

Understanding the strengths and natural personas of those whom you interact daily can only improve your business effectiveness.

Roles and Responsibilities

Aligning the right talent with the right responsibilities helps teams operate at a high level.

Practice Playbook

A practice playbook is a systematic process allowing you to evaluate and execute new ideas within your practice.

Electronic File Organization

Electronic file organization can quickly improve business optimization and help avoid data loss.

teaming

Effective Teaming

Balance innovation and execution while intentionally using the strengths of your team to serve your clients they way they want to be served.

Team Formation

Leverage best practices to accelerate your team formation

Announcements to Clients

Clear communications with your clients about team changes helps to avoid confusion and misinformation.

Succession Planning

Whether you’re planning to transition your practice in 2 years or 10, a successful plan takes time to prepare.

financial virtues

Intro to Financial Well-being

Learn how the Financial Virtues report provides a starting point for labeling feelings when it comes to how we think and feel about money.

PERMA and Financial Planning

Strengthening PERMA contributes to higher feelings of control, influence, and emotional resiliency related to finances.

Personal Response Plan

The Personal Response Plan combines information from a Financial Virtues survey and helps you develop a strategy to guide the conversation.