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Wealth Planning Professionals Tools
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The Periodic Table of Business Planning Elements
Josh Patrick, President, The Josh Patrick Group
The Periodic Table of Business Planning Strategies Definitions and Notes:1.) 401(k) Plan. An employer-sponsored retirement plan named after the section in the tax code that creates the plans. . . . keep reading
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ILIT Template Software
InKnowVision, LLC
This Excel based program will allow you to illustrate the benefits of two of the most fundamentally important estate planning strategies in a clear and visually powerful presentation. . . . keep reading
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Periodic Table of Estate Planning Elements
InKnowVision, LLC
We use the periodic table in initial client meetings in order to help clients understand that there are a number of different techniques, tools and strategies that could be used to help them accomplish their goals. . . . keep reading
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First Appointment: Is There A Fit?
Duncan MacPherson, Principal, Pareto Platform
Having a professional process in place particularly in this initial stage of meeting a potential new client, is very important. This is where Advisors have the opportunity to set the stage for a consistent and professional client experience from start to finish... . . . keep reading
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Family Limited Partnership Helpful Hints
Scott Hamilton, Esq., InKnowVision, LLC
For a number of years the IRS has attacked FLPs and FLLCs on the basis that there is no valid business purpose for the entity. Clients and their advisors have argued that a key reason for using the LP form is so that capital can... . . . keep reading
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Family Wealth Diagnostic Kit
InKnowVision, LLC
InKnowVision has created a new and exciting tool for you, the advisor. The Family Wealth Diagnostic Kit allows you to prepare a "snapshot" analysis for your high net worth clients. . . . keep reading
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Financial DNA
Hugh Massie, The Coddington Group
Most of us in today's busy and turbulent world are on a discovery journey, searching perhaps more than ever before, for the meaning of life and to improve our relationship to money. Financial DNA can help you to quickly and objectively discover the core of who you are ... . . . keep reading
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Family Wealth Goal Achiever Process Guide
InKnowVision, LLC
The Family Wealth Goal Achiever Process Guide is a total re-invention of the planning process for high net worth clients. It provides you with a simple, proven series of steps that will allow you to engage high net worth clients in an effective and understandable planning model. . . . keep reading
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Family Wealth Diagnostic
InKnowVision, LLC
The Diagnostic is a complete and comprehensive analysis of your client's current financial, tax and estate planning situation. . . . keep reading
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Conferences