PlanningPower: An Actionable Business and Marketing Plan for Your Success^SM

Every great success story begins with a plan. Create a profitable, successful financial advisory practice through the precision and focus of PlanningPower.

How you benefit

• Definition of short- and long-term goals
• Improved decision making
• Better allocation of resources dedicated to marketing activities
• Greater success in gathering assets from new and existing clients

What Excella will deliver

Your 14- to 16-week engagement features a comprehensive action plan that includes a number of critical elements:

• Measurable one-year, three-year, and five-year business goals
• Detailed profile of your ideal client
• An 18-month client acquisition and development plan
• Marketing roadmap and communications plan

For those multi-family offices, independent investment advisors, and independent financial planners that seek assistance after we complete our initial engagement, we also help in a number of ways:

• Implement the marketing roadmap
• Implement the communications plan
• Provide ongoing coaching to ensure you stay on track with your plans

Set up a complimentary initial consultation.

 View program details.