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Regional Planning Services
Step 1 - Meet with Clients and present the Initial Client Presentation slides.
Step 2 - If a client would like to move forward with a plan, complete and send the Navigator agreement.
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Blank Navigator (can access through Quick!)
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After your CRD on the IAR code please put -7BW
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Step 3 - Notify Brenna and Stephanie that you have a plan request.
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Send us a copy of signed Navigator
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We will then send the Welcome Letter and Document Checklist
Step 4 - We will complete the plan and recommendation, then schedule a review meeting with you to go over the plan.
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Advisor can ask any questions and offer input at this time.
Step 5 – You present the plan to your client and all observations and next steps
Additional Information and Considerations
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If a client decides to move forward with planning please let us know as soon as possible bwarren@moneyconcepts.com or slane2@moneyconcepts.com
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On Navigator Agreement, after your CRD on the IAR code please put -7BW
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You may charge what you’d like for a plan, but the Artisan Planning team cost is $700 so you must charge at least $700 (in which case $0 would go to you)
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The entire process takes 4-8 weeks depending on the client’s promptness in returning documents and completing forms
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