Plan Production Services

Simplify Financial Planning

Would you like a turnkey solution to financial planning? With D2’s efficient plan production process, you can build a systemized approach to increase your efficiency in advice delivery. Your process will also provide high-level, well-documented rationales for that advice.

Dynamic Directions’ plan production experts can help you:

  • Reduce your frustrations with delivering advice.
  • Integrate the appropriate Financial Planning tools and systems into your practice to benefit from their functionality.
  • Increase your total GDC payout by hitting Financial Planning Bonus levels within your broker/dealer measurements.
  • Spend more time with clients and prospects while reducing employee management concerns.
  • Hire a team proficient in managing your relationship.

D2’s plan production process:

Discovery

  • Engage client in annual planning
  • Build emotion around their dreams and concerns
  • Collect data, clarify assumptions and create draft analysis

Strategy

  • Review draft and discuss relevant strategies
  • Adjust analysis and prepare advisor recommendations

Advice Delivery

  • Finalize advice illustrations to implement with your client

Take the first step toward growing your financial services practice – contact Dynamic Directions today!