The Professional Planning Coordination Service (PPC Service) is a sophisticated cloud-based service specifically designed to "Elevate and Differentiate an Attorney's, CPA's and Fee Only RIA's ("Licensee") Client Service Offerings" by changing Licensee's role from being one of client's advisors to being the client's "Lead Advisor". This is accomplished by Licensee becoming a client's Professional Planning Coordinator ("PPC"). As your client's PPC, you will:
1) Provide PPC Service clients with a secure and comprehensive electronic Portal containing client's important planning documents, investment asset tracking, investment asset performance and financial plan (not provided as part of the PPC Services).
2) Provide Client Planning Meeting Agendas with client's Advisors' Judgments, Notes and Recommendations on the "Planning Topics" assigned to each Advisor.
3) Conduct Client Planning Meetings at least once a year using the Formal PPC Service Planning Meeting Binder and Agenda.
With PPCS providing the back-office administration for the PPC Services, You can deliver a sophisticated planning coordination service to an Individual, Family, Business, Non-Profit, Trust and/or Estate Administration Client with a minimal time commitment, maximum client results and recurring premium hourly annual income.
