CHECK OUT OUR FAQS
Our Most Frequently Asked Questions
Feel free to look through these FAQs to get answers to some of your questions. Then let’s get on a call and talk about creating a new beginning for your financial practice.
Are there any other benefits associated with working with What’s Next?Bill Rambo2024-04-23T20:30:25+00:00
- We provide the opportunity to use our advanced planning and tracking tools to all of our Advisors
- We provide monthly calls for our Advisors to share ideas with one another
- We are happy to help our clients develop smaller, focused support groups
- Because we work with Advisors across multiple platforms and affiliation models we’re able to be a conduit of industry best practices
- We provide access to our business partners who can provide support in a variety of areas including:
- Understanding and more fully utilizing your client relationship management (CRM) software
- Updating branding, marketing, advertising, and client acquisition efforts
- Assisting with financing book acquisitions, mergers, and expansion effort
Will you also work with my team members?Bill Rambo2022-02-27T16:41:53+00:00
- We are happy to work with your staff. We consider doing so an important aspect of achieving your overall objectives
- We are also happy to interact with other key stakeholders associated with your organization
What’s the process for getting started?Bill Rambo2024-04-23T20:27:51+00:00
- We start off with an “engagement conversation” designed to understand clearly where you’re at and what you want to achieve
- We then hold “discovery conversations” with you and each of your team members, designed to get the full picture of your situation
- We agree on the top two or three objectives and then set in place a roadmap to achieve each of them
How will we measure success?Bill Rambo2022-02-22T18:26:32+00:00
- We establish clearly defined goals
- We have tools that allow us to track virtually all aspects of production, expense and net revenue
- We regularly provide and ask for feedback
- We’re not afraid of accountability – in either direction
Why should I work with What’s Next?Bill Rambo2024-04-23T20:26:40+00:00
- Over 75 years of experience as Advisors and working with them as Practice Development Specialists
- We meet you where you are and tailor solutions to your individual situation. While we have a process, we don’t have a program. It’s not our intent to pour everyone into a funnel and have them all come out looking the same.
- A true passion for helping Advisors, improve grow and succeed
- Other than you and your closest family members and staff, no one will care more about your success
- The ability to interact with and share ideas with Advisors from a wide variety of backgrounds and affiliation models
- We emphasize practice over theory and results
- A variety of skill sets and capabilities
- Proven success
Ready to Grow Your Business?
No matter where you are in the development of your business from wildly successful to incredibly frustrated, we are here to help you identify and implement What’s Next.
