How We Do It

Growth for any financial professional requires a balance of working IN and working ON your business.

THE CASE DESIGN ADVANTAGE™

Working IN means providing the most appropriate solutions to address your clients’ greatest financial concerns. FPG created a process called The Case Design Advantage™ to ensure that you recommend product solutions with absolute confidence. This process removes the commoditization of insurance-based products and turns your recommendations into needs-based solutions.

CASE CONSULTATION

Step 1

Understanding Objectives.

CASE DEVELOPMENT

Step 2

Review Options.

PRE-APPOINTMENT CONSULTATION

Step 3

Preparing Advisor.

POST APPOINTMENT CONSULTATION

Step 4

Adjusting Objectives.

CASE MANAGEMENT

Step 5

Process Business.

THE FINANCIAL PROFESSIONALS SOLUTION™

Working ON your business means developing the marketing, branding, and positioning strategies to grow your business. FPG developed a process called The Financial Professionals Solution™ that combines new and proven strategies to help you grow and thrive. This unique four-step process incorporates over a dozen best practice tools that will have a significant impact on your business, the clients you serve, and your overall confidence as a financial advisor.

PROFESSIONAL EDUCATION

Making Complex Ideas Simple to Understand. It’s never been more difficult to be a financial advisor. Advisors require knowledge about many different topics and, in order to compete in today’s market, they want a team of subject matter experts.

BUSINESS CULTIVATION

Taking your professionals practice to the next level through the essence of perspective and the required elements of planning, performing and positioning.