Would you like to assist your ESTATE PLANNING clients while being connected to a qualified and user-friendly law office through a secure Internet platform working in a conflict-free environment? You can, and it's available now. A revolutionary -
Network Service Platform (NSP)
has been designed for financial advisors seeking to leverage 21st century technology for their practices. We'll cover the details a bit later. But first, let's look at a few industry trends that the financial advisory community should not ignore. Then we'll discuss how this alliance network accommodates those new developments, and how it can significantly enhance your practice.
Clientele Expectations
For today's financial advisor, the merging impact of an information-based, technology-oriented society must be recognized and addressed. What active advisor has not sensed an informed client's expectation to receive guidance beyond the advisor's knowledge base?
Modern-day consumers know much about the abundance of products and services currently available to improve their quality of life; but they are often uncertain as to who would qualify as the best "providers". The point is that savvy advisors should always strive to be the core of influence to their clients - especially when clients are seeking "outside" services. We, at Dugalic & Landau, P.C. are well aware of that crucial component in the planner's business model.
Marketplace Competition
Striving to be a center of influence has become important to financial institutions, as well, as indicated by their revised business models. Banks, for example, are housing financial professionals to provide insurance and investment planning to complement their traditional suites. Independent broker dealers now offer services previously associated only with banks, including checking account liquidity and mortgage/lending.
Corporate trust companies and credit unions are adding diversity to their private client services. Wall Street type institutions have recently been advertising (their) estate planning services. The reason for all the extra activity is obvious; everyone is competing for long-term client relationships.
Strategic Alliances
Various service providers have designed ingenious networking platforms for integrating and migrating sensitive client data. These alliance programs empower advisors to bundle client-service activities for multiple applications while leveraging their time and marketplace effectiveness.
Tactical outsourcing to qualified alliances also helps advisors maintain a leading role with client relationships and adds value to personal efforts. Through our online technology, a proficient, strategic alliance network specifically designed for the direct support of financial advisors working in the estate planning arena is now available.
Referring to Unproven Legal Resources
The American Bar Association (ABA) is now actively encouraging their members to network with financial professionals. They believe that financial advisors are significant centers of influence and thus resources for referrals. The problem for the advisor is that, among other issues, this type of outsourcing can cause a loss of control over client relationships. The attorney will gather important client data under the attorney/client privilege often without any of that information flowing back to the advisor. Also, you [the advisor] will likely not receive credit for either the referral or the estate planning process; and/or the attorney may fail to perform to your professional standards. Moreover, the attorney may even refer your client to another advisor - to the one who has sent him more clients recently - and not reciprocate with a referral back to you.
By using a (controlled) attorney alliance system through the NSP, the advisor will never need to be concerned about "standing on the outside". With our NSP legal networking environment, the quality and timeliness of work will be known and expected, and will flow without unpleasant surprises or conflicts. Those are, after all, the main reasons why businesses enter into networking relationships.
Estate Planning Outsourcing
As pointed out, the outsourcing of estate planning services is no exception to the importance of strategic relationships. By utilizing our NSP estate planning network, you as the advisor will have the ability to:
- Inform and educate your clients about the basics of proper estate planning for lifetime and post-mortem applications;
- Electronically gather and submit your client's data upon a secure encrypted platform that will be used by our law office for profiling and formulating estate plans;
- Map client estate plans for personal goal achievement, ongoing administration, and tax planning purposes; and,
- Assist clients with the crucial funding phase of plan implementation - under the auspices of licensed legal counsel.
The New Paradigm
Estate planning is an important component to any family plan. Trusted advisors should always be involved in its creation & implementation activities for both their client's sake and their own benefit.
Historically, establishing an estate plan has usually been left as the last planning item to be taken care of - if done at all. Estate planning should be the first planning concept to be covered when the intent is to create or solidify a long-term relationship.
The effects of proper estate planning, or lack of it, can leave a long-term impact on a given family. The trusted, "service-inclusive" advisor therefore needs competent and connected estate-planning assistance to perform that which is expected of him.
What does this mean to the progressive financial advisor who wants to grow and thrive in today's environment? We believe that now is the time to take advantage of a powerful, multi-disciplinary estate planning service (NSP) that is available through a proven networking alliance system.
Alliance outsourcing for estate planning services is not only the next merging trend but is also a great opportunity. The one-stop-shop financial & estate plan service model has arrived. Its effectiveness is without question, and it is here to stay.
Dugalic & Landau, P.C.
Our NSP is the answer for the progressive advisor looking to work safely and effectively in the estate planning arena. Our online networking system provides the convenience of uploading, viewing and editing client data exchanges upon a fully encrypted platform. Through the Internet (and telephone), you will have unrestricted access to support from our offices and network alliance attorneys.
Our system will equip you to offer professional estate planning assistance to your clients, instill the confidence that it is being done right and help generate additional product-sale and/or advisory opportunities.
- In addition to our Internet training courseware on (a) the basics of estate planning and (b) using our system, you will have access to our 20-minute Revocable Living Trust Flash Presentation online, which can also be downloaded to your hard drive.
- You decide on the extent of your involvement with each client and the level of assistance you want to provide. Our system is designed to accommodate newcomers to the field as well the experienced.
- You will be compensated for each client transaction that you submit as you will be directly involved in the data gathering, implementation and funding process with each of your clients. You will be IN CONTROL of the entire process.
- Upon registering through our website, you and your clients will have Internet password access to the NSP and their respective databases. That accessibility gives them a continuous (24/7) contact venue with our offices, while you monitor all the activity from your computer.
This is the estate planning opportunity you have been looking for. It's all here for you NOW to achieve success and profitability in this exciting marketplace.
JOIN OUR NETWORK TODAY!