Solutions

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A Coach Mentality - Executive Summary

Solution 2 - Coach Best Practices / Success Stories - Scott is really doing a nice job of positioning himself in his local market.  He is constantly dripping on his clients to keep them aware of his efforts and reducing likelihood they would go elsewhere, while also creating awareness for advisors get a better feel for his value proposition.  This one page (front and back) flyer offers some interesting considerations.

Rex & Co.

Solution 2 - Additional Resources / Study - If you are working with a client, new products and services will become a way of life.  I've provided a PPT and recent article on a new product that we'll be writing more about - a company that buys a % of your equity for cash and shares in your upside appreciation.  This is a realy niche product - 1% market share sort of thing, but there is some real possibilities for funding Long Term Care or other needs using just this product, or in combination with other products (Reverse Mortgages, HELOCs, etc.) to provide additional equity.