Business planning is an important task to accomplish as a financial advisor. The outcome should be a powerful document that clearly identifies your goals, your financial picture, any gaps, and a roadmap to follow. If you are interested in this module and would like to find out more, contact us to discuss!
Process mapping is an effective way to visually understand, analyze and improve upon a current method of working. It takes into account, roles, responsibilities, and tools available to streamline a project or workflow within your practice. If you are interested in this module and would like to find out more, contact us to discuss!
In today's world where online presence is especially important, not having one can be a major disadvantage. To effectively stand out from your competition and be visible to your clients, you have to have a Unique Value Proposition, a consistent Social Media presence, professionally looking marketing pieces, and newsletters. If you are interested in this module and would like to find out more, contact us to discuss!
A proper succession plan will ensure your business is protected from the unexpected. Your legacy lives on, you can financially secure your family and staff, and provide confidence to your clients that they will be taken care of. If you are interested in this module and would like to find out more, contact us to discuss!
At The Gryphin Advantage, we value your time! We understand the daily time constraints you may face, juggling to meet your clients’ needs while trying to stay focused on your practice. To help keep your client’s information secure, while also supporting and streamlining your business, we have developed a secure file sharing drop-box where you can submit new and inforce insurance and investment business.
Click on the video to watch and learn more about how easy it is to submit business for each line of business.
