Integrated Advisory

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Firm to End Client

Phase 1 Q3/4 2019

Deliverables by Impact

The Integrated Advisory Story

EBook

Brochure

Website

Deliverable : The Integrated Advisory Story B2C

Utilizing the StoryBrand methodology, frame the Integrated Advisory Story including the systematic development of :

  • A character

  • Has a problem

  • And meets a guide

  • Who gives them a plan

  • And calls them to action

  • That ends in success

  • That helps them avoid failure

  • 'Character Transition'

Reference Materials :

Bryton Udy : 

WealthCo Brand Positioning Recomendation

Deliverable : The Integrated Advisory EBook B2C

Utilizing the Integrated Advisory Story, develop a comprehensive Ebook for the clients of Integrated Advisory Firms, including but not limited to : 

  • Introduction - Vision / Future of Financial Services Industry

  • The organizational structure of Integrated Advisory

  • What is a Trusted Advisor

  • What is a Strategic Partner (WealthCo)

  • The 'Why' from the perspective of the Planner

  • The definition of Integrated Advisory success from the perspective of the client (client wants / needs / goals / objectives)

  • The roles of the Advisory Team

  • The Client Service model

  • The 'Why' of Wealth Planning

  • The 'Why' of Investing (WealthCo Investment Model)

  • The 'Why' of Insurance

Reference Materials :

First Global : 

Investors, CPA's, and Tax Focused Financial Advice. 

What do investors really want from their financial pro's?

United Capital : 

Your money mind guidebook

United Capital : 

Investment management brochure

United Capital : 

Financial Life Management

Deliverable : Introduction to Integrated Advisory Brochure B2C

Utilizing the Integrated Advisory Story and EBook, develop a simplified introduction to the clients of Integrated Advisory Firms, including but not limited to : 

  • Introduction - Vision statement to client

  • The organizational structure of Integrated Advisory

  • The 'Why' Trusted Advisor / Strategic Partners relationships that benefit Integrated Advisory Clients

  • The definition of Integrated Advisory success from the perspective of the client (client wants / needs / goals / objectives)

  • The roles of the Advisory Team

  • The Client Service model

  • The 'Why' of Wealth Planning

  • The 'Why' of Investing (WealthCo Investment Model) & introduction to NBIN as the custodian

  • The 'Why' of Insurance

Reference Materials :

Avail CPA : 

Current Integrated Advisory Brochure