Helping you add
Become a better planner
Offer your clients more than they expect
Delivering a better experience to your clients is not easy. It can be expensive and time consuming – and worst of all, you don’t always know where to start.
We are here to help you turn sophistication into simplification, build trust and deliver a client experience that blows your clients away.
All the tools you need
To deliver an awesome client experience.
Become a better planner
Improve sales & client retention
Create a value-adding experience for your clients that helps them understand and stick to their financial plan, keeps them more engaged, and makes your life a whole lot easier.
Bring simplicity to your financial planning.
Improve your ongoing communication and marketing.
Enhance your efficiency and increase delivery.
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The one-page-plan
Bringing simplicity to a sophisticated, integrated financial plan begins with asset-map. Everything you need to help your clients make astute financial planning decisions, on one page.
Asset-Map
A one-page visual diagram that displays all of a client’s household members, financial assets, cash-flows, insurance policies and liabilities, that gives advisors a straight-forward way to quickly address gaps in a financial plan as well as uncover new opportunities to elevate their clients’ condition.
Discovery
The Discovery Interview helps streamline the collection of high-level client data and concerns to pre-build an Asset-Map. By involving the client early in the discovery process, advisors can be better prepared to set clear goals and expectations right from the first time they meet with either a new client or a prospect.
Keep in touch.
Keep your clients.
Become the person your clients love to hear from by sparking more meaningful conversations in your digital spaces.
This helps you build trust and create longer relationships with clients.
How it works
If you want to keep your clients, you need to keep in touch. Staying in touch with your clients is so much simpler when you have a website, weekly blogs and a monthly newsletter.
With ContattoGlobal – we manage all of this for you.
Monthly newsletter
We design, write and distribute a monthly email from you to your clients; keeping it professional and personal.
Blogs
We write weekly lifestyle financial planning blogs, add engaging pictures and put them on your website for you.
Websites
We design and build professional financial planner websites and customize yours to work for you.
Tax & Estate Planning
Tax planning
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Tax Planning Support
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Wills & Estates Consulting
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Build trust.
Build your business.
Become the planner you want to be.
