How We Work with Lawyers and Accountants
Big cases can be lucrative. Everybody wants more of them but they may require more resources than you have and can push you outside your comfort zone. Do you ever ask these questions about your biggest and most lucrative cases?
- Do I have the relevant data I need to evaluate the suitability of certain strategies?
- Are there other strategies I should know about?
- Do I have the resources to design the strategies for optimal results?
- Do I have the technology to analyze the costs and benefits of the strategies?
- Do I have the capability to illustrate the strategies in pictures and graphs that make the client comfortable enough to implement
Your own experience and the support you receive from your staff and colleagues 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 serve as your on-demand back office to help you open, design and close big cases in the high net worth senior market.
We have designed our Allied Adviser Program with over 20 marketing, training and case planning 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
- Implement more cases
- Grow your knowledge of advanced strategies
- Bring a proven and sophisticated process that other advisers respect
Fees
We charge a modest up-front fee and share in 10% to 25% of any insurance commissions, depending on the circumstances. We have an alternative case planning fee schedule for lawyers and accountants who are not licensed to receive commissions on financial products. Call for details.
Value
Our chief value proposition is that we will help generate more revenue because we create more opportunities. 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.
Learn More
To learn more about how we work with Lawyers and Accountants, see our Allied Adviser Program or call us at (888) 703-3900.