Walking Our Talk By Using The “Know Your Client Rule” - Leading Advisor

I had the pleasure of being one of four main stage speakers that included Mike Lipkin, Daryl Diamond and Doug Chisholm at PPI Solutions Business Building Workshop in Kananaskis, AB on October 24th and 25th, 2011.

My presentation was on The One Page Business Plan.

PPI Solutions has made a considerable investment in creating the PPI Solutions Toolkit to help their financial advisor clients educate themselves and improve their understanding of life insurance and investment products so that financial advisors are making the best client recommendations possible.

In the financial services profession they have a rule called the Know Your Client Rule which includes a detailed needs analysis so the financial advisor’s clients are getting the best and appropriate investment and insurance advice.

So taking the Know Your Client Rule into consideration, I studied PPI Solutions Toolkit and looked for as many points of value so that I could help to amplify the compelling reasons why an advisor would use all the components of the PPI Solutions Toolkit and made it a part of my presentation.

At the same time I integrated parts of the PPI Solutions Toolkit in the 5 key components of the One Page Business Plan.

Vision – What are you building?
Mission – Why does this business exist?
Objectives – What result will we measure?
Strategies – How will we build this company?
Action Plans – What it the work to be done?

Please find the following PowerPoint slides that integrate the Mission Statements of some of the event sponsors and the PPI Solutions Toolkit into the One Page Business Plan methodology.

Compelling – Reasons To Use PPI Solutions Toolkit