Empowering Advisors: A 10-Step Path to Growth and Efficiency
Removing complexity so you can focus on what matters most—your clients and their goals.
Downloadable Version: Done For You Model.pdf
1
Website and Branding
- ⬩White-labeled digital marketing & advertising agency
- ⬩Monthly educational campaigns & newsletters
- ⬩Fast in-house compliance and a vast catalog of already approved marketing materials
2
Fill the Funnel
- ⬩Proven systems run on your behalf
- ⬩Designed to fill your client funnel
- ⬩Seminar program built to drive client’s growth in business, legacy, and retirement planning
3
Lead Nurture
- ⬩Tax return preparation with proactive tax planning
- ⬩Ensures symmetry of information, no missed savings
- ⬩One-stop solution for clients’ financial, tax, and lifestyle goals
4
Analysis
- ⬩Comprehensive Investment & financial analysis reports
- ⬩Analytical team handles insights with prospects
- ⬩Real-world practice in analysis interpretation and presentation
5
Planning
- ⬩Custom plans based on client goals, life stage, personal events, & investment preferences
- ⬩Integrated income and tax strategies
- ⬩Aligned with tailored investment recommendations
6
Asset Management
- ⬩Expert management of tailored client accounts
- ⬩Holistic tax optimization
- ⬩Proprietary monthly reporting
- ⬩Freeing of accounts and full administration
7
Back Office Operations
- ⬩Handles all paperwork so you don’t have to
- ⬩Manages new account setup and transfers
- ⬩Oversees eSign system for secure, efficient processing
8
In-House Tax Services
- ⬩Expert tax return preparation and year-round planning
- ⬩Proactive strategies to maximize savings
- ⬩On-staff CPA available to answer client questions
9
- ⬩Dedicated to client operations and ongoing servicing
- ⬩Ensures all clients become long-term fans
- ⬩An extension of your office so you can focus on what matters most, your clients!
Client Success Team
10
Client Reviews
- ⬩You present the results; we do the heavy lifting
- ⬩Automated invites with personalized tracking
- ⬩Comprehensive analysis of goals, risk, and tax strategies summarized in a simple Review Document
Conclusion
At Financial Gravity, our 10-step service flow is built to function as an extension of your office, streamlining operations, enhancing client experience, and driving long-term growth. From branded marketing to in-house tax services and seamless back office support, we provide the tools, people, and processes to help you scale with confidence.
By simplifying the complex and taking the heavy lifting off your plate, you gain the freedom to focus on high-impact relationships, strategic planning, and delivering exceptional value to your clients every step of the way.