Advisors Coaching

WHY NORTHBOUND IS RELEVANT TO ADVISORS

✦ Families want to transfer wealth successfully
✦ 95% of wealth transfer failure is a result behavioral issues
✦ Your clients are beginning to realize this, particularly the rising (“next”) generation (Only 34% of advisor’s keep their client’s children as their clients).
✦ Strengthen and create generational client relationships by helping families address the behavioral side of wealth and successfully transfer it.
✦ Offering your expertise PLUS Dr. Spencer’s behavioral expertise leads to more effective management of the technical side and clients benefiting from addressing the behavioral side.

NORTHBOUND SERVICES FOR ADVISORS

CLIENT REFERRAL

✦ Refer your clients to Northbound to address the behavioral side of wealth.
✦ Collaborate with Northbound about how to best serve your clients.

CLIENT EVENTS

✦ Offer a unique event that addresses the behavioral side of money.
✦ Bring Northbound in to do a workshop, presentation, and/or Q&A for your clients (e.g. values identification & wealth communication strategies)
✦ This type of offering shows your clients how much you care and that you are engaged on/aware of all aspects of wealth preservation.

ADVISOR COACHING
AND TRAINING

✦Improve client retention
✦ Help advisors navigate challenging client relationships
✦ Trainings on relevant topics, such as specific communication strategies, how to address the “affluenza” epidemic, etc.