How We Work with Financial Advisers

You work hard to do everything right, especially on your large and complicated cases. Just a few of these cases can make your whole year so you can't afford to lose one due to lack of resources. Do you ever ask these questions about your biggest and most lucrative cases?

What data do I need to evaluate the suitability of certain strategies?
Is there a better strategy for this case I need to know about?
Do I have the knowledge and resources to design the strategy for optimal results?
Do I have the technology to generate a compelling presentation of the costs and benefits of the strategy?
Could I lose control of the case to another adviser who may bring in a better idea?

Your own experience and the support you receive from your staff and advanced sales departments may be sufficient for your bread and butter cases. But when you get into larger and more demanding cases, you need more.

Dave Holaday and the WDC staff have the experience and capability to help you capitalize and deliver on your most lucrative and demanding opportunities. We can serve as your on-demand back office to help you open, design and close big cases in the high income and high net worth markets.

Here are some of our popular Program Components:

Sample Strategies and Design Books - Show prospects and referral sources impressive samples of what they can expect to receive when they engage you on a case.
Strategy Flyers - Use these concise and attractive one-page overviews of popular planning techniques as a conversation aid or marketing campaign.
One Minute Advisor™ Program - Get more referrals with this innovative marketing program. We put a monthly video of you in front of your most important centers of influence, delivering creative ideas of mutual value. It's professional, personal, consistent, fast and turn-key.
Technical Webinars - Dial in for regular updates on strategies, marketing and practice building ideas.
Best Practices Workshop - A 1-1/2 day program on how to add new capabilities, develop effective collaborations with lawyers and accounts, charge fees if you want to and increase sales.
Best Tools Workshop - A 1-1/2 day program covering 20 powerful planning strategies.
Advanced Strategies - Choose from our library of dozens of strategies and variations. Our experienced staff works with you to design and customize a plan to meet the client's needs. These 10-15 page reports professionally illustrate the benefits of a strategy with attractive charts and graphs and help you close the sale.
Family Wealth Blueprint™ - This comprehensive financial and estate plan integrates several strategies into a harmonized plan designed to achieve the client's goals. The 50-100 page report illustrates the strategies individually and collectively with charts and graphs. Summary text and detailed financial appendices provide the support for the conclusions and recommendations. Accountants love it.

For more information about these and the rest of our offerings, see our complete menu of 25 products and services to build your practice.

Benefits

Using our marketing, training and case design services has many benefits:

Add powerful new capabilities
Enhance your credibility with prospects and referral sources
Find better and bigger opportunities
Close more cases
Grow your knowledge of advanced strategies
Bring a proven and sophisticated process that professional advisers respect

Fees

We charge a modest up-front fee and share in 10% to 25% of any insurance commissions, depending on the circumstances. Call for details.

Value

Our chief value proposition is that we help you to make more money because we help make a "bigger pie." Our goal is to help you open more cases, open bigger cases and close more cases with the new support and capabilities we provide. Moreover, you get all our capabilities at a fraction of the cost of hiring your own in-house expertise.

Outsourcing the difficult, tedious and time consuming tasks of case planning helps you to focus on your unique abilities.

Learn More

To learn more about how we work with Financial Advisers, see our Channel Member Program and Allied Adviser Program or call us at (888) 703-3900.