© Copyright 2013, The Institute for Wealth Planning

The Institute for Wealth Planning

IWP Management Platform

IWP Management Platform

If you stand on the right platform,

you can see the forest and the trees.

The Five Levels

           Clients            An entity who values advice, solutions, service, or ideas.

           People            Individuals who are effective, efficient, ethical, and enlightened.

           Enterprise      The way people transform knowledge and capital into what clients value.

           Knowledge     The capacity to create value effectively and execute efficiently.

           Capital            The five essential resources individuals and institutions use to thrive.

Assumptions - It is what you learn after you are successful that really counts.

We designed the IWP Management Platform to unlock and transfer the value of your ideas and business.  They want to authenticate what they buy - “value flow” of three basics:  sustainable growth, a history of profitability, and proven leadership.

Profitability, productivity, and fun start with efficiencies in your entire selling cycle, financial management, business projects, and service systems.  To measure and sustain your profitability over time, essential data, and insights will transform your data into information and knowledge you can use anytime, anywhere, and for anyone.

Objectives - Life People - Professionals require Structure

As Alvin Toffler said, “… people looking at the world today see only chaos and they suffer a sense of powerlessness and pointlessness as the result. A life lacking in comprehensive structure is an aimless wreck.  Structure provides the relative fixed of reference we need.”

 Plan - When You Grow as a Person - So does Your Business

We designed The IWP Seminar for professionals in professional firms - people who want to stop wasting time, money, and opportunities.  They understand the need for structure, and to:

           Find more clients and larger engagements,

           Experience better collaboration with others in a respectful culture,

           Make effective and efficient decisions, and

           Produce consistent results and reward seamlessly.

The IWP Platform will assist and benefit any professional firm and help elite advisors how to turn chaos into capital - meaning more clients, more sanity, and more value.