Snapshots›Professional Services
EPIC Wealth Management Snapshot
A comprehensive solution for wealth managers and private client advisors, offering sophisticated client relationship management, holistic financial planning workflows, and high-net-worth engagement systems.
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What's included
Marketing Materials
- Sophisticated client nurture content sequences
- Thought leadership article templates
- Professional biography and credentials presentation
- Client case study frameworks (anonymized)
- Private event and seminar materials
Operational Systems
- Client family relationship mapping tools
- Comprehensive planning process workflows
- Multi-advisor coordination frameworks
- Client review meeting protocols
- Practice performance metrics and benchmarking
Automations
- New client family onboarding sequence
- Strategic review preparation and follow-up
- Family milestone recognition system
- Economic and market perspective distribution
- Professional advisor coordination workflow
Sample workflows
Client Acquisition & Onboarding
- High-net-worth prospect identification and qualification
- Private client discovery process
- Wealth philosophy and approach presentation
- Family wealth assessment framework
- Comprehensive onboarding protocol
Wealth Planning & Management
- Comprehensive financial and lifestyle planning
- Multi-generational wealth transfer strategy
- Estate and legacy planning coordination
- Philanthropic planning and implementation
- Investment policy development and monitoring
Practice Excellence
- Advanced client segmentation and service matrix
- Professional advisor network coordination
- Client family communication protocol
- Wealth education program management
- Strategic business development initiatives
Pricing
Snapshot + Vision Control™ | Ignite (Annual)
Bundle with annual subscription to Vision Control™ | Ignite
$5997 + $1470/year
Get this SnapshotSnapshot + Vision Control™ | Ignite (Monthly)
Bundle with monthly subscription to Vision Control™ | Ignite
$5997 + $147/month
Get this Snapshot“This system elevated our entire wealth management practice. The sophisticated client engagement process and multi-generational planning workflows have transformed how we serve our high-net-worth families. Our clients appreciate the cohesive approach, and our team has the structure to deliver consistently exceptional service.”