Planning and Client Engagement

Advisors that do financial planning often have rewarding relationships with their clients, accumulate more assets and grow their business.

Our consultants have the knowledge and experience to help your firm become a stronger financial planning institution.

Our consultants have the expertise to assist with plan data entry, updating and transitioning plans, and performing plan due diligence so your Reps can focus on providing a great client experience. By optimizing plan creation, our team of Paraplanning experts help create long-term value and allow your Reps to easily recognize growth opportunities from their current client base.

Advisor Services PlanBuilding

Help your Reps help you.

Our Advisor Mentor services provide one-on-one help so your Reps can work more efficiently, use more plans and spend more time with clients. We can help you and your Reps better understand the concepts around tools within the software that support retirement planning, client engagement, risk identification and planning concepts.

Planning Services Advisor Mentoring
eBook

Download your Planning Services for Investment Advisors eBook to learn how you can spend more time with your clients and grow your business.

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Our Process

Step 01

Kickoff

Starting with key stakeholders and leadership, we make sure your project goals are understood and aligned to project deliverables.

Step 02

Plan

We customize your project timeline, scope and deliverables. We then translate these into key milestones for quality control and assurance.

Step 03

Execute

Oyster monitors and reinforces project goals while achieving project deliverables.

Step 04

Deliver

Whether it is ongoing consulting or project based, Oyster will deliver a quality product that encapsulates your goals and expectations