Wealth Management Consultants

Financial PlanningBest Practice Workshop

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Wealth Management Consultants

Introduction• Insight into:

• Our values

• Our view of Financial Planning

• Our offering

• Our marketing

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Wealth Management Consultants

IOur Values

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Wealth Management Consultants

Money is neither interesting nor important

True wealth is (usually) measured in time &

relationships

Life is not a rehearsal

Financial Advice doesn’t work

Active investment – not a promise you are sure to

keep

Normal Investment advice is “corrupt”

Our Values / BeliefsOur Values / Beliefs

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Wealth Management Consultants

“Life is not a journey to the grave with

the intention of arriving safely in a pretty

and well preserved body, but rather to

skid in broadside, thoroughly used up,

totally worn out, and loudly proclaiming:

“WOW - What a Ride!”

My personal Life PhilosophyMy personal Life Philosophy

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IIOur view of Financial

Planning

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Wealth Management Consultants

Financial PlanningFinancial Planning

All about helping to give “Context”

All about helping get the right balance between

“living for now” and “living for the future”

Nirvana = The cheque to the undertaker

bouncing

Fiscal Orienteering

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Wealth Management Consultants

So what’s more important (and interesting)

than money?

Financial PlanningFinancial Planning

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Financial PlanningFinancial Planning

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Wealth Management Consultants

VOur OfferingIII

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Our Offering – Who forOur Offering – Who for

5 Characteristics:

Materially Successful

See Big Picture

Time Poor

Delegators

Take advice

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Wealth Management Consultants

Our Offering – Who forOur Offering – Who for

Typically: Senior Executives of listed Retail

companies, aged 45-55, earning > £300kpa

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Our Offering – What we doOur Offering – What we do

Provide a “Personal FD” Service

that helps ensure our client’s “Material Success”

translates into “True Success”

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Our Offering – HowOur Offering – How

Prospect Meeting

Client Meeting #1 – Discovery

Client Meeting #2 – Initial Planning Meeting

Client Meeting #3 – Follow up Planning Meeting

Client Meeting #4 – Implementation

Annual “Forward Planning Meeting”

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Wealth Management Consultants

Our Offering – What our client’s Our Offering – What our client’s saysay

“I left our last meeting wanting to skip, I felt so happy

and free”

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Wealth Management Consultants

Our Offering – What our client’s Our Offering – What our client’s saysay“You have helped me understand what I need to be

planning for and hence the decisions I need to

make today to ensure this happens”

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Wealth Management Consultants

Our Offering – What our client’s Our Offering – What our client’s saysay“For years we have felt poor, had no fun and it has

felt that we’ve been pushing a large rock uphill.

But you’ve helped lift a huge load from us, shown

the way forward and are now starting to have the

fun (and the life) we have always dreamed of”

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Wealth Management Consultants

Our Offering – What our client’s Our Offering – What our client’s saysay“The reassurance and clarity of direction that you

have provided has given us a greater sense of

purpose in our day to day lives and, ironically

perhaps, we are working as hard as ever but with

even more enjoyment”

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Wealth Management Consultants

Our Offering – Why?Our Offering – Why?

2 Reasons:

1. We have worked with lots of people who were

“traditionally” successful, BUT weren’t happy!

2. My Dad

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Our Offering – My Personal MissionOur Offering – My Personal Mission

“To do my utmost to ensure that all those people I

encounter in my life, be they family, friends,

colleagues or clients, can truly say “I’m pleased I

did” rather than “I wish I had”

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VOur MarketingIV

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Our MarketingOur Marketing

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Our MarketingOur Marketing

Niche

Focussed

Targeted

Innovative / Creative

Personal

Language

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So• I would suggest:

• Identify what your beliefs really are

• Create a service consistent with them

• Live consistent with them

• Be creative (delivery & planning)

• Identify the niche its appropriate for

• Do you like working with them? (If not rethink)

• Package it

• Market it• -

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Wealth Management Consultants

Thank Youfor

Listening!