OUR MOST IMPORTANT INVESTMENTS IN LIFE ARE NOT FINANCIAL

A NEW PROGRAM HELPS ADVISORS DELIVER WELL-BEING CONTENT TO DEEPEN CLIENT RELATIONSHIPS, INCREASE REFERRALS, AND ACCELERATE GROWTH

STRONGER
VALUE PROPOSITION

GREATER
CLIENT SATISFACTION

MORE
HEARTFELT REFERRALS

MAKE WELL-BEING A DISTINCTIVE PART OF YOUR BRAND

OVERVIEW

As a result of global disruption and the polarization around politics, race, and Covid-19, millions of families find their relationships strained.
 

For growth-oriented advisors, this is an opportunity to take your value proposition and your business to the next level.

A new virtual program delivers well-being content to help current clients, increase referrals to new ones, and make you more indispensable to Next Gen and beyond.

“Since my husband died, I’ve struggled with regret. The content in the virtual seminar made a real difference for me. My son attended too, and he also found it surprisingly useful. It wasn’t what we were expecting, and we’re so grateful that our advisor made this program available to us.”

— Mary C., client

HOW DOES THE PROGRAM WORK?

STEP 1 – ADVISOR EDUCATION
You watch short videos at Indispensable.com that teach you the dynamics of well-being — what weakens it the most, what increases it the fastest, and how to integrate it into your value proposition. This virtual deep-dive takes just a few hours of your time, but can serve your business and your own well-being for years to come. And your whole team is given full access too, so that everyone learns together.

STEP 2 – CLIENT WEBINAR
Once you and your team understand well-being better than 99% of advisors, you invite clients to an eye-opening virtual webinar on the most important thing for family happiness, and why money alone is not enough (sponsorship covers this). Attendees will find it both practical and eye-opening, and will say afterwards that they want to share this content with others. That’s what makes this program unique among client events — it taps into the human desire to help loved ones, so it’s far more referrable than a market update or other financial information. And because the event is virtual, clients can invite people all across the country.

STEP 3 – PROSPECT WEBINAR
You schedule a second webinar (also sponsored) for prospects: children, siblings, parents, nephews, nieces, colleagues, attorneys, nonprofit trustees, doctors, family offices, 401k directors, and more. Your clients get to help others — and you get introductions to prospects in a way that doesn’t feel awkward or sales-y.

STEP 4 – PROSPECT ENGAGEMENT
After the second webinar, you follow-up with attendees highlighting that, unlike traditional advisors, you’re not a stockbroker. You help people avoid the two biggest pitfalls to well-being — running out of money and family conflict — and you have training and resources to support both. You send them signed books on stress, and you nurture the relationship so that when they are ready for financial help, you are top of mind.

The program is very different from traditional client acquisition models. It turns well-being into a “referral engine” that helps clients navigate disruption better — and helps you make your brand distinctive and emotionally relevant in their lives. This is what Next Gen in particular is looking for — they can get asset allocation and tax advice online through algorithms. But they want an empathetic, self-aware human to protect and grow their biggest investment — their family’s emotional well-being.

Q:
Which bonds give clients the highest return?

A:
Family bonds. And if you're not helping families invest wisely in these, they will find an advisor who does.

Source: “Proving Worth: The Values of Affluent Millennials in North America” (Oppenheimer/Campden Research, 2015) states that Next Gen wants advisors who can deliver tools to resolve family conflict, yet a majority are dissatisfied with what they are currently receiving.

About Your Coach

Andy Bernstein has taught regularly at Wharton Executive Education since 2007, where his resilience programs are audience favorites year after year.

Andy also has a special focus within wealth management. Hundreds of the industry’s top advisors have used his tools to improve their clients lives.

The new Indispensable Advisor program helps advisors integrate well-being more fully into their businesses and drive growth as a result.

Q&A

Virtual coaching in the dynamics of well-being. And tools,  scripts, and webinars to extend well-being to your clients and to their networks (AKA prospects) so you differentiate yourself as the kind of empathetic advisor Next Gen is looking for.

The intro price is $2000 for one year for up to four team members (including associates). Signed books, community access, and training resources are included. Client events are covered through complex or third-party sponsorship.

Yes.

Virtual client events are $5,000 per webinar. Sponsorship will cover this for participating advisors.

Everyone is tired of boring unnecessary virtual meetings. But if you offer a compelling event on a weekday around noon Eastern, you can get participants (especially Next Gen) from any time zone, and the ROI can be much higher than an expensive, geographically-limited event. Covid made the whole world familiar with online meetings. Offer content that is meaningful and you can leverage that to extend your relationships nationally.

You built your business in a Baby Boomer world, but Next Gen is taking the reins...

and Next Gen wants help beyond the markets. How can you help them deal with the disruption taking place in their families or workplaces? This will matter more each month as Next Gen inherits their parents’ assets and reviews their options for financial (and non-financial) advice.

Start integrating well-being into your practice now so you don’t get left behind.

Questions? Contact Us

Contact us with any questions or to express interest in bringing the Indispensable Advisor program to your complex.

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