Our PPC Services are designed to meet the ever increasing demands of your best clients (i.e. Individual, Family, Business, Non-Profit, Trust and Estate Administration Clients) for professional planning coordination assistance by:
- Organizing and uploading your client's personal, financial, legal, business documents and other important documents to a highly secure encrypted portal.
- Maintaining and updating your client's documents.
- Providing 24/7 secure web access to your client's personal, financial, legal and business information and documents in their document vault.
- Providing an organized and disciplined approach to your client's planning efforts, as well as the efforts of your client's Advisors.
- Providing regular PPC Service Client Planning Meetings with Formal Agendas.
- Requiring your client's Advisors to evaluate the "Planning Topics" assigned to them and make their written Judgments, Observations and Recommendations regarding each "Planning Topic".
- Following up with your client and each Advisor until all of your client's approved "Action Items" have been completed.
As your client's Professional Planning Coordinator, you can offer Seven Levels of PPC Services, depending on the complexity of your client's situation, the number of client meeting desired and the type of client.
PPC SERVICES Licensee Markets PPCS Prepares Licensee Delivers
