Advisor Meeting Program — A.M.P.©

The Problem…

In today’s plain, vanilla marketplace where Investment

Management is commoditized, your career as a Financial

Advisor is more dependent on a top-notch service model

more than ever. However, with more demands being

placed on your work day every year, how can this be

accomplished.

A.M.P was designed by Advisors for Advisors. AMP

meetings are pre-formatted to allow best practice

execution for Advisors of all levels. Even beginner Advisors

can perform complex meetings with as little as 3 minutes

preparation once they get the hang of it. Clients prefer

this meeting format because meetings are thorough,

predictable and provide preapproved materials for the

client to take with them to discuss with others or refer to at

a later date.

Schedule a client meeting on over 24 Critical Life events.
A pre-meeting letter is sent.
The client receives instructions on what is needed to prep for the meeting.
The client receives a phone call confirming the meeting and completion of the prep.
The client receives printed meeting materials and a binder when they arrive.
All client binder materials are organized with meeting tabs and clients receive guidance about record retention and going paperless.
Clients receives instruction on who to call for all administrative tasks. This keeps your schedule open for more important business functions.
Clients are escorted into a meeting room and prepared for your presentation.

Kurt Rozman, President

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