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InKnowVision's Monthly E-Casts & Relationship Builder Guide
InKnowVision, LLC

Each month InKnowVision looks at a specific situation taken from the their case files. There they review the facts and circumstances, the Family Wealth Goal Achiever Process, and the solutions used in the case. Discuss how the results were received by the families and look at how compensation was allocated among the planning and implementation team.

In addition to providing a practical view of advanced planning for the affluent, these case study E-Casts also provide a unique opportunity to position yourself and demonstrate your capabilities in your marketplace.

When you sign-up to attend the monthly Expert's E-Cast, you will receive a Relationship Builder Program detailing how to invite other professionals in your market to share a unique learning experience that showcases your talent and willingness to work with them. Host our monthly E-Casts series in your office and raise the bar for providing planning and services for your clients. The Relationship Builder Guide provides a process to build and/or deepen the relationships among your external team.

Relationship Builder Program Rewards

Collaboration
    * Provide a community space with best-in-class processes and services for wealth advisors. 
    * Facilitate collaboration through crowd sourcing - sharing of knowledge and experience.

Best Practice
    * Facilitate dialogue and sharing of best planning strategies.
    * Expand your capacity to move your practice to a higher level.

Customized Planning
    * Provide specialized services that build customized wealth solutions.
    * Decrease experimentation.
    * Increase successful implementation, value and profit.

Relationships
    * Secure profitable relationships with other wealth planning professionals.
    * Increase your credibility – become a “knowledge for profit” firm.
    * Create relationship in the minds of your colleagues.


Sign-up for InKnowVision's free monthly E-Cast and invite a collegue or prospective client today.

Register here! Start building relationships today!

(You will be redirected to InKnowVision's site to register)

To view and download the Relationship Builder Guide click here



Contact InKnowVision, LLC toll free: 888-807-5958

Scott Hamilton, CEO
scott@inknowvision.com
(630) 596-5090 Ext. 80


Randy Fox, Director of Education
randy@inknowvision.com
(630) 596-5090 Ext. 82


Randall Borkus, VP Design
randall@inknowvision.com(630) 596-5090 Ext. 88


Kyle Hafstad, Design Specialist
kyle@inknowvision.com(630) 596-5090 Ext. 84


Sue Hillstrom, VP - Accounting
sue@inknowvision.com
(630) 596-5090 Ext. 85

 
Jessy Crawford, Marketing Specialist
jessy@inknowvision.com
(630) 596-5090 Ext. 91

 



© 2009 InKnowVision®, LLC. WealthPlanningProfs and Wealth Planning Professionals are trademarks of InKnowVision®, LLC company. All Rights Reserved. Reproduction without permission prohibited. Privacy Policy

 

© 2009 InKnowVision, LLC. All Rights Reserved. For more information feel free to Contact Us. InKnowVision is a registered trademark of InKnowVision, LLC. The Power of Connective Wisdom, The Family Wealth Diagnostic, The Family Wealth Goal Achiever, The Family Wealth Goal Clarifier, The Family Wealth Goal Planner Calendar and the Periodic Table of Estate Planning Elements are service marks of InKnowVision, LLC.