You want to be successful, right? Well, of course you do.  You probably realize that you can’t be a “one-man band” and provide the level of service your clients deserve.

Then you are in the right place. My Deliverables Team can be your Deliverables Team.

My Deliverables Team helps you be the best adviser possible, and creates an environment where your clients leave each of their three meetings a year with you having greater confidence in their plan and feeling that they actually accomplished things during the time they spent with you.

The Team works behind the scenes making sure that your client’s financial house gets put in order, and stays that way for the rest of their lives.  We provide advise in the areas of Financial Planning, Tax Planning, Estate Planning, Investment Planning and Insurance Planning.

To see how this process works, and read through the deliverables the Team provides you for your clients, click here or click on The Process tab at the top of the page.

If you want to schedule a time for us to walk you through the benefits you and your clients will enjoy while working with your own Deliverables Team, click here or go to the Contact tab at the top of the page.

How would you like to have a team of subject matter experts prepare you for each of your client meetings?  Imagine the effectiveness you will experience, the profound accomplishment your clients will feel, and the additional referrals you will receive to build your ideal client community.

When you delegate your meeting preparation time to a team, you can use that time for more important things. You will have more time to add ideal clients, provide profound service to your current clients, and improve your quality of life….all because you delegated the preparation for each meeting to a team of subject matter experts.

This can all happen when you hire My Deliverables Team to be your Deliverables Team.

To see how our process works, and read through the deliverables the Team provides you for your clients, click here or click on The Process tab at the top of the page.

Click here to schedule a time where we can walk you through the benefits you and your clients will enjoy while working with your own Deliverables Team.

The journey to Trusted Advisor is intended to take you to a place we call Your Ideal Business. Your Ideal Business is a term coined to describe that point in time when you, a Trusted Advisor, can say:

“I am done! I have _____# of loyal clients who happily pay me $_____ of predictable minimum annual recurring revenue (PMARR) to be their Trusted Advisor. They all have written plans, and they all follow my advice. My phone hardly rings regardless of what’s happening in the market. I don’t prospect anymore, I just serve my Clients.”

There are other ways to view Your Ideal Business. Your Ideal Business means having an Ideal Client Community where your cash flow is predictable and substantial enough so that you can live a self-actualized life.

Imagine a place in your future completely void of money worries. No more prospecting. You just experience the joy of serving your Clients, helping them achieve their goals. Your revenue consistently flows from your community of Ideal Clients.

Your Ideal Business means you have a business that is a pleasure for you to own and operate and, therefore, attractive to a qualified buyer. When you decide the time is right, you exit with a big check.

To determine if you might be someone that would fit with our system and process, click here or on the Ideal Trusted Advisor tab at the top of the page.