The Your Financial House®
Financial Advisor
 Your
Financial House for Financial Advisors
Developed for the Financial advisor by a Financial
advisor
Your Financial House is a total support process developed
to provide today's financial advisors with the information and resources
they need to successfully serve their clients.
Your Financial House is a result of one financial
advisor's dream to create a totally new method of initiating, developing,
and implementing the financial planning process while building a successful
client relationship.
It's a straightforward approach that allows the financial advisor
to gain a full understanding of every client and his or her needs
prior to initiating services. top
Becoming
a Fi-Builder™
A Fi-Builder is a financial advisor who has completed
Your Financial House training and is committed to
building successful client relationships through this new and unique
approach to financial planning. top
A Declaration of Financial Independence
The Your Financial House process will
help Fi-Builders pursue a well-planned course of action that
can lead to:
- Financial independence for the client
- More productive systems and processes for running a business
- A reduction in current levels of stress for all firm members
- A more productive client relationship
- An improvement in the quality of life for the financial advisor
and the client
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Join
an Elite Group of Financial Advisors Who Consider Themselves Builders
The Fi-Builder quickly gains the trust and understanding
of the client because the once-complex terminology of the industry
has been reduced to an analogy of the home-building process, to which
most people can relate because they have either watched it happen
or experienced it firsthand. top
A Financial Planning Process the Client Can Relate To
As a Fi-Builder, you approach the client with an easy-to-grasp
method of defining their needs. You and the client become a team that
launches a lifelong process, which begins with a blueprint and then
moves forward to the selection of subcontractors and on to the "decorating"
of the rooms of the house. You also provide the client with the ability
to rennovate and remodel as significant changes take place in their
life. top
Support Tools That Simplify the Process
As a Fi-Builder, you have access to a number of tools
that provide you with up-to-date information, materials, and support,
all of which make the client relationship an exciting and enjoyable
process.
The client, because of their total understanding of Your Financial House and what it means to them, is eager to carry out their part of the process. They also are quick to become involved in the updating and the ongoing maintenance of their financial house. top
A Total Support System for the Financial Advisor and the Client
Your Financial House is more than
a seminar and a few handouts. It's a total support system for both
the financial advisor and his or her clients. The advisor leaves the
seminar with the information needed to move forward as a Fi-Builder.
When they become Fi-Builders, advisors have available to them all
of the tools needed to develop their expertise and to fulfill their
commitment to the client relationship. They obtain an ongoing support
system that is built around a Web site, online
magazine (e-zine), white papers, client guides (Builders RuleT),
gift items for clients, wall posters, brochures, and client planning
notebooks. top
Clients Identify With Builder-Subcontractor Analogy
Your Financial House greatly expands the capability
of the individual financial advisor. The process is based on the builder-subcontractor
analogy, which clients are quick to pick up on and embrace.
The financial advisor is the builder. As in the construction process,
the builder and his or her subcontractor team deliver the clients'
dreams as indicated in their financial blueprints. Clients understand
and appreciate that the builder will hire subcontractors (money-managers)
to advise on such important matters as real estate, bonds, and other
"furnishings" of the house. top
Developing
Fi-Keyholder™ Clients
As a financial advisor who has been through Your Financial
House training, you're ready to move forward with a new kind of client
relationship. Your clients become Fi-Keyholders, people who hold the
keys to their own financial houses. All of the steps to initiating
these relationships and helping clients understand this new way of
doing business are carefully laid out. You fully understand that what
you're about to provide for the client will afford them a great deal
of comfort and security. You know your services will also help them
for many years after the completion of the planning process. top
Support Team Strengthens Implementation Process
Clients, once they become Fi-Keyholders, actually become
excited about the fact that their builder has access to a variety
of specialists who will work on their behalf to help them successfully
complete construction of Your Financial House for them. top
Creating the Blueprint
As the Fi-Builder, you know exactly what to do to get
started and to keep everything moving in a positive direction. Your
job is made much easier because initial discussions purposely avoid
mention of such things as finances and monies available for investment.
You help the client understand that money is the tool used to build
the financial house.
Relationships with Fi-Keyholders begin with the blueprint and the
Punchlist™.
This is a time of discovery for both you and the client. Each step
is laid out in advance so you know you're obtaining all of the information
necessary to help you chart the right course for the client.
You'll find that most clients are eager to move forward and to help
you complete this aspect of construction. They understand that you're
there to help them, and they're more than willing to provide the necessary
information and documents to get you started.
Additionally, the blueprint for Your Financial House helps you and
the client in another way. If someone is unwilling to provide the
requested information, it could be that he or she is not ready to
move forward. Sometimes, he or she is still looking for the right
lot. This is timely information for you and your client. top
Your Financial House Punchlist™
Unlike the traditional construction project where the punch list is
usually done at the end of the project to ensure that all work has been
done, the Your Financial House Punchlist™ is a discovery document.
It begins with a list of records--from wills to tax returns, insurance
policies to loans--that the builder uses to accurately assess the
individual's or family's needs.
Clients appreciate the fact that all members of the builder's team
are working from the same document and are all aligned and moving
toward successfully developing their plan. top
Decorating the Rooms
The decorating process further helps you understand
the total financial needs of the individual or family. Each room in
a plan for Your Financial House is coordinated with the family's style,
specified in the Financial Opportunity Profile Room. That room sets
the style for the rest of the house, detailing the family's goals,
stage of life, risk tolerance, and other concerns.
Clients find there is a great deal of security in knowing their financial
house is in order and that each room is updated with the colors that
best suit their style. top
Completing the Financial Blueprint
You and your client will find peace of mind in knowing
that all of the information and documents that have been accumulated
and created are neatly organized in a carefully thought-out blueprint
for Your Financial House. You and your clients have matching copies
that should be readily available for all future discussions pertaining
to the client's financial house.
Your client is now in possession of their financial house. He or she
is a Fi-Keyholder. This new knowledge unlocks the door to Your Financial
House. top
The Annual Open House
Like any new home, the financial house is in a constant
state of change. The annual Open House is an essential part
of your relationship with Fi-Keyholders. It ensures that a time is
set aside for you and your client to get together each year, pull
out the blueprint, and discuss any significant changes and the need
for redecorating certain rooms. It's an excellent time to look at
those rooms (investments) that have become outdated and need changing.
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