Advisor Solutions 360 – BRI Planning Tool
In partnership with one of our Members, Advisor Solutions 360, the Christian Investment Forum is offering this valuable comprehensive planning tool at a discounted price. Advisor Solutions 360 developed this planning tool for financial advisors to help them more clearly articulate the value they provide to their prospective and current clients above and beyond simply investment management.
Wealth advisors need to be able to articulate and demonstrate a unique value proposition, something that’s getting increasingly difficult in an industry where everyone is starting to sound the same. The Planning 360 Tool provides you with a quick and easy way to show prospects the specific ways you will help them if they become a client. It also allows you to substantiate the value you provide for your fee by showing existing clients all the ways in which you’ve helped them in one easy-to-read report.
Planning 360 Tool Informational Videos
Check out these informational videos produced to introduce the purpose and value of the Planning 360 Tool. Then click on the sign-up form to get your discount code and begin to demonstrate the value you provide to your clients and prospects.
Planning 360 Tool – Differentiating Your Story for Prospects
Planning 360 Tool – Substantiating Your Value to Clients
Request Discount Code
Enter your name and contact information and a discount code will be sent via email.