Plan proactively, monitor regularly, adjust as needed, and arrive at your goals!
Sales
Comprehensive Sales process
Online Tool
EASY TO USE QUANTITATIVE PLANNING
Resources
VALUABLE REFERENCE INFORMATION
Training
Multi-faceted System
Coaching
Success and goal oriented
Reporting
Comprehensive Client Insight
SALES
A comprehensive approach for taking your business to its pinnacle: build your practice, connect with clients,
provide easy to use robust and credible quantitative planning, resources at your fingertips, in-depth training, coaching & support, and reporting!
Provide your clients TheRoadmap to live they way the want to live for the rest of their lives! Build an enthusiastic and strong long term referral
source based on the value you provide.
WEB BASED PLANNING SUITE
A quantitative tool suite for retirement, college expense, and widow(er) planning. Use with clients in real-time to provide an insightful,
independent, and credible quantitative understanding of goals and financial gaps. Use your expertise coupled with TheRoadmap™ System and network
to provide products, services, and strategies to fill financial needs and gaps.
RESOURCES
Presentations, scripted dialogues with clients, markets presentations, financial products information, and more. Its not about not paying taxes
– its about simultaneously finding the most tax efficient approach, liquidity, protection of principal, growth, and death benefit in order to retire well,
establish wealth, and take care of the people and causes that are important to you. Here are the resources for you to help your clients!
TRAINING
Learn to master TheRoadmap™ system and connect with your clients using the step by step process, illustrative and infomative presentations,
the web based software suite, and planning techniques. Join monthly webinars, online instruction on typical and specific topics of interest.
Call our Help Desk to help resolve your barriers to success!
COACHING
Being a RoadmapPartner gives you access to an exclusive knowledge base of industry professionals for understanding and implementing solutions
for your business and your client’s needs. We are here to help and address your questions in general or specifically with our help! We share the
problems and the solutions so you don’t have to do it alone. Attend a SolomonSchool for a number of advanced topics. (Additional fees may apply)
REPORTING
How do you monitor and reach out to your clients on a regular basis? How do Enterprise level teams understand daily interaction and challenges
with future clients and how can they support their producers, agents, and representatives? TheRoadmap reporting portal provides detailed information
of when and how you have reached out and when you should follow up with clients, data to understand how we can help support your business, and most
importantly metrics to help drive proactive measures to drive success!
