Is it your dream to build a business structured in a way that gives your clients every key financial plan with the highest probability of achieving their goals?  Can you imagine the satisfaction you’ll feel when you make not only your dream come true but also the dreams of all of your clients?  And what would it be worth to you if you were able to do it without exhausting yourself?  Wouldn’t it be priceless?

The truth is that your dream can only become a reality when you gather a team of experts that are as committed as you are.  The good news is that it’s possible and easily done!  By implementing these three steps outlined below, you’ll have a clearer picture of whom you should select for your dream team.

1.      Provide all areas of expertise that give your clients extraordinary service.  To provide comprehensive financial services, you’ll need to cover many areas of expertise, such as taxes, financial planning, money management, estate planning, insurance, attorneys, CPAs, etc. Thinking about finding all these experts at once can be overwhelming.  And it might be tempting to just engage anyone who does the type of work you’re looking for but that would be a mistake!  You need to first have clearly in mind your ideal clients and the qualities your team members must have to fill your ideal clients’ needs.

2.      Decide which business model you’ll use.  You have the choice of gathering: internal team members - employees of your business who works internally in your office or on your direct payroll, external team members - someone who works outside your organization but is compensated by you or your client and agrees in advance to follow your processes or a combination of both.  To keep the stress down while making your selections, it’s key to view this search as an opportunity to explore creative options in providing extraordinary value to your ideal clients.  

While I’ve seen success with several models, the one that works really well with The Trusted Advisor Toolkit™ is immediately select one internal administrative support person (Administrative Manager) and ultimately two or three on your payroll, with all The Ten Client Deliverables™ being fully outsourced to external professionals.

3.      Establish processes for keeping good communication between all on your team.   This is where many financial businesses fail.  For your team to smoothly work together, you must document all of your processes and communicate what exactly is required of each one and then keep them accountable.  This includes meeting schedules, reports that need to be filled out, ways of submitting reports, and so much more. 

Why start from scratch when you can find every checklist driven process you need to ensure your team works smoothly together in The Trusted Advisor Toolkit™?  You’ll learn through video and audio lessons as well as receiving tons of step-by-step templates, downloads, reports and online resources that help you build a dream team that delivers extraordinary financial services to your clients. If you do not already have a membership to our system you can register now at no charge!