Professional Planning Coordination Services, LLC differentiates itself through its commitment to helping Attorneys, CPAs and Fee Only RIAs become their client's "Lead Advisor", while substantially increasing their annual revenue from their best Individual, Family, Business, Non Profit, Trust and Estate Administration Clients.
What is the PPC Service Difference to your Client?
- The PPC Service meets the ever-present and growing desire of your Individual, Family, Business, Non-Profit, Trust and Estate Administration Clients to have their important personal, financial and business information organized and accessible 24/7.
- The PPC Service meets your client's need and desires to have their Advisors collaborate in providing the best collective planning advice.
- The PPC Service allows you, your client's most trusted Advisor, to act as their Professional Planning Coordinator ("PPC").
- The PPC Service requires your client's Primary and Secondary Advisors to regularly review and evaluate your client's Planning Agendas and provide their Judgments, Observations and Recommendations regarding each "Planning Topic" that has been assigned to them.
- The PPC Service requires a minimum of one (1) Planning Meeting a year, at which the PPC will review with client the Planning Meeting Agenda and the Judgments, Observations and Recommendations made by client's Advisors.
- The PPC Service requires the PPC to document the "Action Items" approved by client at the Planning Meeting, document the Advisor that is to complete each "Action Item", and follow-up with each Advisor until their "Action Items" have been completed.
What is the PPC Service Difference to you the PPCS Licensee?
- PPCS has designed the PPC Service so you have a minimal time commitment to deliver this sophisticated administrative service to your best clients.
- PPCS has designed the PPC Service to provide you with the opportunity to substantially increase your hourly revenue to $400 plus per hour or more.
- PPCS has designed extensive Internal, External and "On-Demand" PPC Services Marketing Programs, which can be easily implemented and administered by your secretary, the Marketing Coordinator ("MC").
- PPCS gives you the ability to provide PPC Services to Individual, Family, Business, Non-Profit, Trust and Estate Administration Clients.
- PPCS offers complete turnkey PPC Services (i.e. Portal, Agenda, Marketing Materials, Form Letters etc.) which mimimizes your time commitment, while maximizing your client's service and experience.
- PPCS is an Administrative Service, which minimizes your liability.
- PPCS continuously puts you in a position to impress other Advisors and develop strong and valuable Centers of Influence.
- PPCS Elevates and Differentiates your Client Service Offerings in Five Easy Steps.