Elevate your client experience
Create better results and more value for clients
Working with Superior Planning allows our partners to save time and money by providing:
⇒ Clients with additional motivation to act
⇒ A big picture context of client wants and needs
⇒ Supplementary client family dynamic insights
⇒ Periodic client family need reviews/updates
⇒ Client alerts when important action is necessary
⇒ A centralized communication point - no chasing
With access to our team & resources
Advisor partners have a greater likelihood of:
⇒ Upgrading existing client relationships
⇒ Introducing additional service offerings
⇒ Utilizing access to family office capabilities
⇒ An additional source of quality referrals
⇒ Engaging the next generation client family members
Broader, deeper work
Aligning with Superior Planning provides advisory firms with additional opportunities to:
⇒ Broaden their scope of work and brand
⇒ Strengthen business-building relationships
⇒ Collaborate at higher, more sophisticated levels
⇒ Open new markets