Infinite

Internal Resources 2019-2020

 

2018 Infinite Wealth Planning Brochure 

 

Infinite Trusted Advisor Meeting Script - Introduction to Wealth Planning

Starting the conversation is the first step, and it isn't always easy. In an effort to better support the introduction to Integrated Planning, we have built an introductory script to alleviate the pressure of starting the conversation with your clients.

 

Infinite Trusted Advisor Exercise

Trusted Advisor Exercise

The Trusted Advisor Exercise is a direct tool to use with prospects that highlights the significant achievements made with individual Trusted Advisors, and highlight the opportunities that may have been missed through professional silos through deep dive clarity. The objective is to highlight the gap analysis of not only missed opportunity, but the ability to alleviate the pressure of the client acting as the project manager between Trusted Advisors.

 

Infinite Clarity Meeting Script - It starts with the first meeting

Client experience is always at the forefront of Wealth Planning, from the initial introduction to intergenerational clients, it is their experience with you that will determine success or failure of integrated relationships.The Clarity meeting is the first step in your relationship with your client, and a pivotal moment for the discovery of their ultimate goals and objectives.


The Clarity Meeting Script will walk you through a client experience that opens doors of opportunity for both you and your client to start an integrated relationship based on creating shared value.

 

Infinite Client Goals & objectives - Mindset Scorecard

Client Goals & Objectives - Mindset Scorecard

Mindset is an incredibly powerful tool. In everything we do, mindset is fundamental in human success or failure - and it is instrumental in achieving financial goals and objectives.

 

You might not have considered that mindsets and behaviours are quantifiable, but the truth is that we're scoring ourselves all the time—just not consciously. With Goals & Objectives Scorecard, this scoring is made conscious, and anything can be measurable. 

 

Infinite Portfolio Goals & objectives - Mindset Scorecard

Portfolio Goals & Objectives - Mindset Scorecard

"Personal confidence comes from making progress toward goals that are far bigger than your present capabilities."

- Dan Sullivan

Self-scoring is a great way to get a clear sense of where you and your portfolio are at currently, and where you'd like to go moving forward. When reading through the statements for each of the mindsets, make sure to evaluate yourself and your portfolio truthfully. The more honest you are with yourself, the more accurately and efficiently you can set goals and make improvements.

 

Infinite Insurance Goals & objectives - Mindset Scorecard

Insurance Goals & Objectives - Mindset Scorecard

“Life is about accepting the challenges along the way, choosing to keep moving forward, and savouring the journey.” 
― Roy T. Bennett


Self-scoring is a great way to get a clear sense of where you and your insurance goals and objectives are and where they can be. When reading through the statements for each of the mindsets, make sure to evaluate yourself and your portfolio truthfully. The more honest you are with yourself, the more accurately and efficiently you can set goals and make improvements.

 

Infinite D.O.S - Dangers . Opportunities . Strengths 

If you want to start every new business relationship off right, avoid relationships you shouldn’t be entering into, and deepen your existing relationships, The D.O.S. Conversation is the way to do it.

The D.O.S. Conversation gives you the ability to see into your clients’ and customers’ dangers, opportunities, and strengths — the raw material of their future. Since the future is where all your business with them will be conducted and where the money to pay you will be generated, it’s in your best interest to stake out this territory in advance.

Using the process outlined in The D.O.S. Conversation, you’ll immediately recognize in any situation whether there’s an opportunity to create value, and the best way to do so. You’ll also set up the conditions for a long-term relationship based on trust and confidence.

 

Infinite D.O.S - Wealth Accumulation

If you want to start every new business relationship off right, avoid relationships you shouldn’t be entering into, and deepen your existing relationships, The D.O.S. Conversation is the way to do it.

The D.O.S. Conversation gives you the ability to see into your clients’ and customers’ dangers, opportunities, and strengths — the raw material of their future. Since the future is where all your business with them will be conducted and where the money to pay you will be generated, it’s in your best interest to stake out this territory in advance.

Using the process outlined in The D.O.S. Conversation, you’ll immediately recognize in any situation whether there’s an opportunity to create value, and the best way to do so. You’ll also set up the conditions for a long-term relationship based on trust and confidence.

 

Infinite D.O.S - Wealth Protection

If you want to start every new business relationship off right, avoid relationships you shouldn’t be entering into, and deepen your existing relationships, The D.O.S. Conversation is the way to do it.

The D.O.S. Conversation gives you the ability to see into your clients’ and customers’ dangers, opportunities, and strengths — the raw material of their future. Since the future is where all your business with them will be conducted and where the money to pay you will be generated, it’s in your best interest to stake out this territory in advance.

Using the process outlined in The D.O.S. Conversation, you’ll immediately recognize in any situation whether there’s an opportunity to create value, and the best way to do so. You’ll also set up the conditions for a long-term relationship based on trust and confidence.

 

Infinite D.O.S - Wealth Distribution

If you want to start every new business relationship off right, avoid relationships you shouldn’t be entering into, and deepen your existing relationships, The D.O.S. Conversation is the way to do it.

The D.O.S. Conversation gives you the ability to see into your clients’ and customers’ dangers, opportunities, and strengths — the raw material of their future. Since the future is where all your business with them will be conducted and where the money to pay you will be generated, it’s in your best interest to stake out this territory in advance.

Using the process outlined in The D.O.S. Conversation, you’ll immediately recognize in any situation whether there’s an opportunity to create value, and the best way to do so. You’ll also set up the conditions for a long-term relationship based on trust and confidence.

 
 

2019 Infinite Wealth Planning Website

 

2019 Infinite Wealth Planning Logo

 

Infinite Social Media Posts

Infinite Campaign - Q1 2019 Market Update

 

Infinite Campaign - WealthCo Q4.18 Fund Fact

 

Infinite Campaign - WealthCo Q1.19 Fund Fact