Financial Advisors
Financial Advisors In the very first client meeting the true paradigm shifts offered by the FutureSystem™ Planning Strategies become obvious.
High net worth clients appreciate and demand an advisor who is on their side of the table and works on their behalf. They simply want their problems solved in an atmosphere of trust. Consequently, advisors want their practice and planning processes to align with their clients’ wishes.
Most clients welcome the objectivity and the interactivity of the FutureSystem™ Planning Process. The FutureSystem™ methodology provides the structure and rule sets, the Advisor are the guide, and the client is in total control of driving the outcome. The Advisor’s expertise and experience become important in implementing the re-positioning of assets as the client designates.
The education of the FutureSystem™ planning strategies, theories and processes empower clients with the knowledge and platform to easily make future lifestyle, financial and estate planning decisions. The resulting customized platform achieves a more coordinated and tax efficient plan. Upon completion, client stress and worry are decreased because planning gaps are closed by simultaneously solving financial issues.
Advisor Profile
The profile FutureSystem™ financial advisor is any Registered Representative or Investment Advisor who either currently receives, or wants to transition to receive, part or all of their compensation as an asset based percentage of assets under management (AUM), whether the assets are managed directly or indirectly.
Some Advisors do not like the lack of transparency and disclosure in life insurance products, or even life insurance companies. Some believe they can do better in the long run with client funds than purchasing life insurance, and have previously been responsible for little insurance production. Some independent financial planners, investment advisors, and their clients do not completely trust that insurance companies or life insurance policies give fair value. Life insurance companies have acquired a poor image in some segments of the high net worth market and with the financial advisors that serve it because of problems such as vanishing premium and exploding life insurance. Advisors do not want to be perceived as having a direct relationship with or an obligation to an insurance company. In the Future System Advisors (FSA) structure, the insurance company is a manufacturer, rather than a seller of product. A client and advisor will do business with a carrier only as long as it gives good value and service. The relationship is not an "agent" relationship of the past. Financial planners and wealth managers who are responsible for and control client assets take the same independent approach with their clients.
The FutureSystem's™ Planning Process and Life Model are more in line with Independent Advisors’ existing thought patterns and beliefs than traditional life insurance and its "sales" practices. Advisors using FutureSystem™ strategies and products will find them to be "familiar and can be integrated without changing current business methods.
The Advisor’s Challenges
Become the “Go-To Advisor” for wealth management – without having to master every detailed facet of financial and estate planning – by providing your clients with a new management framework.
In the world of financial planning, what really sets an advisor apart from the rest of the competition? Experience; Education; Background; Methods; Affiliations; Who you know?
The high net-worth client is besieged from every direction. They are constantly asked to evaluate the effect of estate taxes on their assets, to move or consolidate investment accounts, to purchase products, to revise wills and to establish trusts, or to create a comprehensive financial or estate plan. Whether it’s from an insurance agent, stock broker, investment advisor, CPA, bank, or independent financial advisor…isn’t there really very little difference in the strategies and products they recommend?
- What does it take to give an advisor a competitive advantage or to differentiate them?
- What new service or methodology can differentiate one advisor from another?
- What management platforms can coordinate all aspects of a client’s financial life and simplify the maize of financial issues?
- As downward pressure continues on compensation, how can advisors increase their long-term income and profitable picture?
- How can advisors attract most if not all of a client’s invested assets regardless of their previous relationships?
After over a decade of development and use, the patent pending FutureSystem™ Planning Process and Life Model address and solve each of these challenges. |
The best way for the advisor to learn and teach clients about the FutureSystem™ Planning Strategies and Life Model Product is to see and use the presentations in the Advisor Portal.
CLICK HERE for "Free 14 Day Access" to all Advisor and Client Presentation Videos
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