The Your Financial House®
Financial Institution
 Your
Financial House for Financial Institutions
As firms scramble to redefine their brands relative
to individual wealth management, their financial advisors often feel
alone and without support in their own efforts to reinvent their roles.
Your Financial House enables both the firm and the advisor
to navigate these transitional times while improving their ability
to attract new clients and reinforce existing client relationships.
Your Financial House greatly simplifies the financial planning process
for the advisor and the client. It defines the advisor's role while
taking the fear and complexity out of the process for the client.
For most people who are not advisors, even the words financial
plan have already become mere code for a whole bunch of papers
they'll never read, much less really understand.
Your Financial House changes all of that. Using it, the advisor
becomes a Fi-Builder, and as such comes
to know more about what is true for the client, and the client gains
greater understanding of the very real, personal relevance of the
financial plan -- now transformed into a much more accessible "financial
blueprint."
Your Financial House appeals not only to people who already
know the value of financial planning and want it simplified, but also
to those for whom the subject has been unappealing. top
Developed
for the Financial Advisor by a Financial Advisor
The creator of Your Financial House, Greg
Powell, CIMA, explains "I consider myself a builder." Never mind
that Greg doesn't own a hardhat. He also doesn't know a portico from
a pediment. But for 23 years, Greg Powell has helped families build
houses that provide more than shelter.
Powell explains that he is not building with brick or two-by-fours.
Instead, he helps families construct their financial houses. Those
houses include every room the client needs from early career to end-of-life
concerns. His exciting and easy-to-understand approach to financial
consulting helps investors prepare for their futures. The home construction
analogy is more than a new approach. It's a process readily embraced
by clients. What's more, Your Financial House is a support system
that ensures financial advisors are prepared to provide for the total
needs of their clients, now and in the future. top
A Totally New Approach
Cements the Advisor-Client Relationship
Your Financial House enables clients to pursue the
dream of financial independence -- the American Dream. With this comprehensive,
proven program, not only your financial advisors' clients, but also
their heirs, are inspired to stay with the advisor and your firm for
the long term, reducing costs and providing reccurring income for
the firm and the financial advisor.
Room by room, the builder/financial advisor of Your Financial
House creates a unique blueprint for financial growth. This
detailed plan incorporates every aspect of the client's financial
life, bringing everything -- including investments, retirement, estate
arrangements, and other important financial matters -- all under one
roof. top
Introducing
Your Financial House
Preparing Your Advisors to Compete in the
New World of Financial Planning
"Asset Allocation." "Draw Down." "Risk Analysis." When your financial
advisors talk to potential clients in industry lingo (not in common
terms) it can create more confusion than trust. That's where we can
help. Your Financial House was developed to help
your financial advisors build business through a program that their
clients will find easy to understand and embrace. top
Training Leads to a New Culture of Client Service
The construction metaphor holds up from various vantage
points. Whereas many financial advisors will give their clients a
two-pound report and plan detailing the various analyses they've run,
their projections, and the comprehensive plan they've devised, those
documents are the least important from the client's viewpoint.
Like someone building a house, clients don't care as much about the
electrical and plumbing schematics, for instance, as they do about
knowing the lights will turn on and the bathtub will drain. In other
words, the measurements, computations, and detailed drawings are important
to the builder, not so much the client. top
Your
Financial House Training Strategy
The builder/advisor uses a simple house diagram and
stays far, far away from using terms like Monte Carlo simulation,
probability analysis, or appendix A, which serve only to
make people's eyes glaze over. Instead, Fi-Builders
approach the planning process by talking about the rooms in the house,
how those rooms are to be used, what styles are appealing to the client,
and so on. top
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