A year ago, John Enright and Michael Palumbos launched www.7figureadvisor.com. The website’s main focus is helping financial planners and wealth advisors take their planning to the next level by focusing on the development of systems and processes that create a unique client experience. After spending twelve years working with Dan Sullivan and The Strategic Coach program the 7 Figure Advisor System has finally become available for other advisors. Listen to what Dan Sullivan has to say about the 7 Figure Advisor System by clicking here: http://www.7figureadvisor.com/
In less than a year advisors from around the world, including the UK, Australia, Singapore and across the US have been able to tap into this incredibly comprehensive financial planning process so they can deliver their own unique client experience. John and Michael’s vision is to change the state of the financial services industry by teaching advisors how to deliver a planning process that doesn’t miss anything. All of the client’s goals and objectives are covered and clients are educated about their estate planning, investment planning, financial independence and business exit planning.
If it weren’t for the “system”, the series of checklists, processes and tools that create what clients call the Custom Wealth Architect Planning Process, then pieces of the planning would be missed or skipped because of planner’s biases, company product focus or the lack of time. By utilizing a system that focuses 100% on the client’s goals and objectives along with a series of checklists and procedures…the client is educated and makes their own decisions as to what is right for their own situation. When this happens they can’t help but want to Share the Experience™ with others.
“I couldn’t be more excited to share what we have learned about creating a unique client experience with all of the advisors here at MDRT this year”, says John. “It’
This article in financial-planning.com will help to give you a precursor of John's talk at MDRT: http://www.7figureadvisor.com/