Comparison of Programs
| Wholesale Price for Channel Members |
Wholesale Price for Allied Advisers |
Guests | Suggested Retail Price to Client |
|
| Marketing Products and Services | ||||
| Custom Presentation Materials Package | $800 | $800 | NA | |
| Customizable Client Brochures | Call | NA | NA | |
| Strategy Flyers | Call | Call | NA | |
| One Minute Adviser® Video Program | $7,500/year | NA | NA | |
| Soft Data Questionnaires (10 count) | $70 | $70 | NA | |
| Hard Data Fact-finders (10 count) | $50 | $50 | NA | |
| Client Engagement Brochures | Call | Call | NA | |
| Marketing Seminars and Meetings | $3,000/day | NA | NA | |
| vBlueprint™ Online Strategy Illustrator(1) | Included | Available | NA | $0-$2000 |
| Allied Adviser Marketing Webinars | Included | NA | NA | |
| Training | ||||
| Best Practices Workshop | $500 | $500 | $500 | |
| Best Tools Workshop | $500 | $500 | $500 | |
| Technical Webinars | Included | $50 | $50 | |
| Member study group | TBA | TBA | Invitation Only |
|
| Newsletters | Included | Available | Available | |
| Case Planning | ||||
| Opportunity Conversations | $300 | $300 | $300 | |
| Tactical Plans (2) | $750-$3,500 | $750-$3,500 | Call | $0-$10,000 |
| Comprehensive Plans (2) | $7,500-30,000 | $7,500-30,000 | Call | $5,000-50,000 |
| Summary Blueprints (2) | $5,000-10,000 | $5,000-10,000 | Call | $5,000-$20,000 |
| Family Retreat and Wealth Statement | $1,000-5,000 | $1,000-5,000 | Call | $2,500-$10,000 |
| Financial Check-up | $2,500-5,000 | $2,500-5,000 | Call | $3,500-7,500 |
| Value Proposition Letter | $500 | $500 | Call | 0-$1,000 |
| Allied Adviser/Producer Program (3) | Included | NA | NA | |
| Semi-Exclusive Territory (3) | Included | NA | NA | |
| Transferable Membership (3) | Included | NA | NA |
- Using www.vBlueprint.com to produce client presentations, Channel Members and Allied Advisers do not incur cost sharing obligations.
- In addition to fees, producer agrees to add designated representative of WDC on product applications for 10-25%, depending on the circumstances.
- Allied Adviser Program. Channel Members may enter into formal relationships to share WDC resources and services with CPAs, lawyers, or other producers. The Allied Adviser Program is designed to build new business for these Allied Advisers and, in the process, generate new referral opportunities for the Channel Member.