THE INFINITE Planner Program

This comprehensive coaching program is designed for successful financial planners seeking to optimize their practice in 5 key areas. Once completed, financial planners will improve communication skills with their team and clients; will walk away with tangible action plans to increase client attraction and retention rates; operate more efficiently; and prepare their practice for the future.

Getting to know the real YOU begins by completing a Personal Effectiveness Evaluation and a DISC assessment. We'll then work together to uncover your natural wiring as you work and communicate with those around you. You'll not only uncover what motivates you but you also discover those things that take energy away from your day. Additionally, you learn effective ways to interact with clients and others on your team. 

Building your financial planning practice begins by creating your vision and your brand. With these two pieces in place, we'll work together to define your client experience. This will not only include the specific services but also the technology you'll need to deliver it. Following the guidelines using the CFP Board process, you'll walk away with a tangible plan to execute immediately. 

Growing your brand begins by executing your plan and engaging the community. There are three key components to building and executing your growth playbook. First, we'll begin by identifying your target/niche market. We'll then build a playbook that includes the development of resources and skills that will allow you to engage your market. Finally, we'll develop a plan to engage centers of influence and your community. 

Operating your financial planning practice efficiently begins with the right systems and the right people. Operational efficiency is critical to the ongoing success of your firm. Therefore, we'll conduct a thorough review of your existing systems and determine where gaps might exist. We'll also conduct a thorough review of your existing staff structure. Identifying roles and responsibilities to identify opportunities. Finally, we'll create an action plan to bring about efficiencies through staff development or new technology selection. 

Adapting to the future begins with continuously monitoring your services, solutions, and technology. If you look back 20 years, you'll notice that our industry is much different today than it was then. So, it's reasonable to believe the pace of change will not abate. In fact, it's likely to change faster and faster. Evolving your financial planning practice requires constant vigilance and you should have a routine process to evaluate things as they change. This final step will focus on establishing your readiness for adapting to the future. Moreover, we'll create an action plan to help you stay on top of it.