Financial Advisors Financial Advisors and Family Offices who work with InKnowVision find value in our process, planning capability and deliverables leading to higher client retention and satisfaction in the high net worth space. They are independent RIAs, Registered Reps and IARs. They work on all types of revenue models. The key commonality is that they strive to do their absolute best for their clients. Over the years we have worked with a number of talented financial advisors. Whether you specialize in asset management, insurance sales or other aspects of financial planning, know that InKnowVision is dedicated to delivering value to you and your clients in all of the following areas: High net worth planning capability that is unique in the industry. Fee only plans – we are not commission driven. We have no agenda. We recommend plans and plan components that make sense. High quality deliverables that make it easier for your best clients to understand the planning recommendations presented in a way that allows them to make intelligent decisions. Education and marketing programs that can help you attract new referral partners and new clients. Above all else, we do our absolute best to see that you are perceived as the professional you are. Over the last several years we have worked with numerous financial planners and planning firms. As a result of our work together, one financial planner reports that he never could have competed at the level he did without our support. Another financial planner uses our services with all of his "A" list clients, annually reviewing and updating their plans with our deliverables, claiming that the clients understand and love the presentation. It is interesting that he uses our services even in smaller cases (under $10M) because he sees the value in providing clear and consistent presentations to his "A" list people. As a result, the professional partners who refer him keep referring to him, because they know he provides extra high level of service. If you are a financial planner looking for ways to increase your capabilities while freeing your time for the most important aspects of your business, give us a call.