Help For Financial Planners and Managers
Build Deeper Relationships,
Deliver More Value,
Earn More Money!
Get The Plan Pros and be ready to present to your client with less than 15 minutes of review!
REQUEST FREE PRESENTATION
Get The Plan Pros and be ready to present to your client with less than 15 minutes of review!
Why The Plan Pros?
We produce:
comprehensive analysis of your clients’ full financial pictures
evaluation of their ability to reach their goals
recommendations to make that happen
You receive:
high level Executive Summary with everything you need to know at your fingertips
Advisor ‘cheat sheet’, including new product opportunities identified in the plan
What you need to be ready to present with less than 15 minutes of review
Build Deeper Relationships
Delve deeper into all aspects of your clients’ financial lives
Provide a framework for meaningful discussions
Build increased trust
Help clients see the whole picture
Stay at the centre of your client’s financial life
Deliver More Value
Provide coordinated advice to ensure greater financial success
Promote higher levels of financial wellbeing, emotional wellbeing, and overall contentment
“Wow” your clients – deliver what they can’t get elsewhere
Focus clients on the long term
Earn More Money
Uncover and capture hidden assets
Discover additional product needs and sales opportunities
Increase retention and referrals
Compete more effectively
The Man with The Plan
Marc believes 2 things:
- Advisors need to focus on what they do best:
See existing clients and getting new ones, - And, financial planning software is a time waster for them.
With Marc and The Plan Pros on your team, advisors can finally integrate high-level financial planning into their core offering, deliver more value, and attract new business — without the frustration of fidgety financial planning software.
Marc Sherman, CFP®
Co-Founder & Head of Planning
Courses and Certification
Certified Financial Planner®
Financial Planning Standards Council, 2016
President’s List recipient for achieving 2nd place mark on June 2016 CFP® exam
CSI Global Education Inc.
Financial Planning Supplement, 2015, Wealth Management Essentials, 2012, Conduct and Practices
Handbook, 2011, Canadian Securities Course, 2010
Advocis
Life License Qualification Program, 2013
Investment Funds Institute of Canada
Canadian Investment Funds Course, 2009
What Our Customers Say…
“Marc and The Plan Pros are a godsend for my professional practice – with his help I’m adding new clients (plural!) every week. Marc is the wonderful financial planner and paraplanner who is easy to work with and has been instrumental at supporting the growth of my business. Highly recommend!”
Aliza Cowell – North York
“We have only good things to say about our experiences working with The Plan Pros. They are very personable, detailed oriented, and they really know their stuff! On behalf of our organization I highly recommend The Plan Pros for financial planning for both your business and family customers, they have been a great asset.”
David L. – Toronto
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