This design Team will work hand-in-hand with Advisors and their clients to put forth a substantive plan in writing with actionable recommendations Advisors can use to move clients forward in their planning process.

Caitlin John has assembled an advisory board of highly qualified experts spanning a vast range of topics, concepts and vital strategies that lend support to the needs of High and Ultra High Net Worth Clients. Below you will find an amazing list and definitions of the collective credentials our Advanced Planning Team members hold:

must agree, in writing, to the appointment. The plan sponsor retains the fiduciary duties of selecting and monitoring the investment manager to ensure that the investment manager continues to be a prudent selection as a service provider to the plan.

The short list of some of the most common Formalized Planning Strategies for clients include:

There is no better way to onboard affluent clients than to provide to them a written plan by an industry expert and then to have access to some of the industry’s top experts in their field for implementation.

How It Works

We set out to provide a unique and vetted solution by making available a collaboration of trusted experts to help you capture the untapped and endless potential in your network and current book of business.

For a modest case split arrangement, you will gain an industry expert to assist you in strategizing designing, presenting, and closing the case with you. With this plan you will share in some of the workload and responsibilities, but your Pro-Partner will bear the main responsibility of building, presenting, educating and answering the tough detailed questions of the cases.

Case Types

We help you with complex multi-faceted Life cases or strategies, Define Benefit Plans, Cash Balance Plans, DST’s, QOZ’s, 401K Rollovers, or even cases that may require the expertise of an attorney or CPA.

The Benefits

You will be able to satisfy all your client’s financial goals and objectives and become their trusted source for all future business and of course the referrals that should follow!  

This hands-off approach with your Pro Partner is structured as a 50/50 split case, NOT BAD… knowing your Pro-Partner has a vested interest in getting the case done. You can now capitalize on the vast world of financial concepts, products, and advanced planning strategies and not walk away from these opportunities!  It doesn’t get any better than that! 

Robust Product Suite

Enjoy a robust set of over 60 Top Rated Carriers in addition to Limited Distribution Product Options.

Custom Branded Client Facing Collateral

Place your brand front and center by requesting custom branded, client facing collateral. Position yourself as the expert with our product PDFs and educational content on how insurance products can be used to diversify and mitigate risk from clients’ financial portfolios.

Quotes and Recommendations

Streamline your work and make use of our dedicated back-office support by requesting quotes through our detailed client information form.

Once submitted our insurance specialist will review your request and deliver back to you a set of the best product options available based on your client’s needs.

Business Development Support

Need further support, not a problem, with years of experience, we are here to answer your questions and coach you on product features or best practices when presenting to the client. Schedule a conference call all at your convenience and have a one-on-on meeting with a Business Development Advisor.

Our back-office services are here to support you in not only administrative work but in the development of your financial practice.

How We Can Help Your Practice

Administrative Support

Get a white label experience when working with our client services. Here to setup new accounts our team will engage the client and follow through with all the necessary paperwork to bring the account onboard, including asset transfers, document signing, and NIGO resolution. Our team becomes an extension of your office and a valued asset to the client.

Business Development

Applying our experience and success cases to your practice, we consult with you and formulate business plans on how to grow your revenue most effectively. Whether it be portfolio consulting, blueprint analysis creations, business operation recommendations, or technology support. We are your partner in achieving greater success.

Do you have have concerns or questions that require special attention?  Consult with a Simply RIA compliance agent, and receive guidance on proper procedure.

With a niche focus on the financial services industry, EliteAMG does all the heavy lifting for you by developing brand strategies that position you as a trusted expert in your local area and executing on effective client acquisition marketing campaigns.

Our “ABCs of Marketing” Methodology

One of the most important pieces to marketing success and biggest hurdles a financial professional will face when promoting their practice is having the capacity to consistently publish fresh and relevant content that engages their target audience.

This is exactly why we developed the “ABCs of Marketing” methodology, which stands for – Always Be Communicating – with your clients and prospects alike because if you are not, you better believe someone else is and we don’t want that!

With our ABCs of Marketing methodology combined with a suit of service options we simplify the process of marketing within your local market. Through proven lead generation campaigns and communication strategies EliteAMG’s services allow you to focus more on running your practice and less on how you are going to bring in new business and maintain existing relationships.

Service Offerings Include:

Considerations put in place during this vetting process include, cross tech compatibility, client facing UI, advisor use applications, and intuitiveness regarding learning curves and ease of use.

Our Tech Stack

Dependent on your preferred selection, we will coach you on and work with you in maximizing the capabilities of your technology solutions. View our preferred solutions below.

Video Demos

Watch the below videos to see some of the applications advisors are using to service their clients.