I’m Evaluating Different Financial Firms, How Does Consolidated Planning Set Themselves Apart in the Financial Industry?

The options available to you are endless when choosing a financial firm to start or continue your career with. With so many options, how can you be sure your next move is the right move?

In a financial advising career at Consolidated Planning, you will reap the benefits of our internal teams helping to deliver real, long-lasting solutions to your clients. These benefits allow our advisors to continue contributing to our time-tested track record of success since the start in 1981.

What makes a financial firm a good fit for you is dependent upon what is most important to you. If a meaningful, long-lasting career is high on your priority list, the various teams, resources, and planning tools available to you at Consolidated Planning might prove to be just what you need for the next move within the financial industry.

3 Attributes to The Consolidated Planning Method

Consolidated Planning stands out from other firms thanks to a unique infrastructure of advisor support and a host of talented individuals united for a common purpose. We operate under a shared philosophy about planning that puts the client first, challenges conventional wisdom, and contrasts with the transactional nature of the industry.

1. Consultative Not Transactional

A consultative approach to financial planning is built on the desire to help people. As a financial advisor who focuses on putting people before products, you will be able to provide everything your client needs and nothing that they don’t. This approach to planning allows you to build trust, more meaningful and longer lasting relationships with your clients.

What does that mean for you? These meaningful relationships allow you to focus on the clients that you do have, rather than feeling the pressure to continually collect clients, transact, and move on.

Financial planning is an ever-evolving process and one size does not fit all.

2. Team-Based Approach

How many firms have you evaluated that offer a team-based approach to financial planning? Wait, a team-based approach? Don’t I own my own practice at Consolidated Planning?

Yes, while you own your own practice, you don’t work alone.

Under the Why Choose CP tab on our Careers site, the word ‘team’ is mentioned 17 times. 17.

The ability to solve complex planning problems with ease can be attributed to our team-based approach to planning. This team-based approach encompasses an open-door policy with our senior leaders and your very own mentor, to help learn how to best interact and guide your clients.

In addition to the support from these seasoned advisors, you will also interact with four internal teams strategically built to accelerate your growth and break through any barriers to success.

3. The Living Balance Sheet

The Living Balance Sheet® is the financial tool used by all advisors at Consolidated Planning. This interactive tool will form the basis of your work with clients and its functionality aligns with our planning processes.

While The Living Balance Sheet is full of robust calculators, its heart revolves around a single page that provides a consolidated view of the client’s entire financial picture. This page is based on the asset and liability domains that make up a typical balance sheet with the addition of protection and cash flow domains. This single page view will allow you to guide your clients toward financial balance.

The Living Balance Sheet App is often the first place that clients go to access their complete financial picture.

What Resources Are Available To Me As A Financial Advisor At Consolidated Planning?

The goal of these teams at Consolidated Planning is to take as much non-revenue generating activities off of your plate as possible. As a financial advisor, you will be interacting with your clients so continued collaboration with these teams is essential in delivering the best financial plan for each of your clients.

Advisor Performance Group

The Advisor Performance Group (APG) exists to help you bring CP’s planning philosophy to clients. APG will take the client data you provide and build out the client’s personal planning site using our planning tool, the Living Balance Sheet. From there, APG consultants will share their observations and coach you through the next steps with the client.

The New Business Hub

The New Business Hub (NBH) handles the paperwork for you. The sole focus of this team is onboarding and processing new business paperwork for you and your clients, including life and disability applications and investment solutions. This allows you to spend more time in front of clients and prospects, with less mistakes made in their paperwork.

The Marketing and Administration Practice Solutions

The goal of The Marketing Administration, Practice Management, and Solutions (MAPS) team is to support your career goals through a meticulously crafted marketing and business plan customized to what makes the most sense for you and your clients.

The Business Owner Strategic Solutions

For advisors looking to get into the business owner market, working with The Business Owner Strategic Solutions (BOSS) team helps to build confidence and allows you to learn by working with some of the most experienced professionals in the country[AA1] .

Is A Career At Consolidated Planning the Best Fit For Me?

If a team-based approach between our four internal teams dedicated to your success sounds too good to be true – it’s not.

Whether your career is just beginning or well underway, when you work with Consolidated Planning, you’ll be empowered by robust advisor resources to grow your practice with scale and efficiency.

We’ve all heard the phrase, “it takes a village,” and that goes for financial planning too. Now it’s time to decide if you want the support of these teams or prefer to go it alone. The trajectory of your career is based on the path you decide is best for you, your market, and the longevity of your career.

 

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