Biltmore Financial Value Creation
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The document discusses several key focuses for an advisor including understanding clients, being responsive to needs, providing returns and access to products, introducing professional partners, and demonstrating leadership. It emphasizes maintaining influence over client relationships and outside competitors. The primary focus is on ongoing value creation for advisors and clients through a client-centered approach, uncommon knowledge, long-term strategic planning, and proactive leadership. It also discusses benefits of cross-client intelligence sharing, debt management strategies, and a strategic equity concept that provides client-centered benefits and preserves portfolios through unique, forward-thinking strategies.
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Biltmore Financial Value Creation
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- 2. Value Creation Understanding of Client Situation Responsiveness to Clients Needs Portfolio Rate of Return Accessibility to Products and Programs Introduction to Key Professional Partners Demonstrate Leadership, Confidence, and Capability
- 3. If not you , then who ? Maintaining influence and control as to the outside competitors and relationships that your clients are exposed to.
- 4. Biltmores Primary Focus Ongoing value creation offered to advisor Maintain client-centered focus and motive Offer Uncommon Knowledge Wisdom Implement Long-Term Strategic Plan Facilitate Communication amongst Panel of Advisors Take proactive approach to leadership role
- 5. Missing the Boat Good rates/Low fees Smooth closing No surprises Calls me to refinance when rates dropped Minimal Expectations Reside Behind Borrowers Strong Loyalty to Current Loan Officer Relationship
- 6. Can You Hear Me Now? Cross Collateralization of Client Intelligence Advisor Panel Helps to Assist in Keeping Track of Clients Whereabouts and Needs
- 7. Properly Managed Abandoned Equity Increases Managed Assets Focus on the liability side of the balance sheet to develop debt management strategies
- 8. Benefits to Our Strategic Equity Concepts: Client-Centered Benefits and Value Preserve Portfolio from Depletion Forward-Thinking Unique Strategies Creates Client Vision for Progress De-commoditize Value Proposition