ADVISORS

ADVISOR RESOURCES

The Challenge


Many transition and exit advisors struggle to stand out, keep clients, and grow in a competitive market (see notes). We understand the difficulty of building strong relationships while achieving measurable growth. Our services address these challenges directly.

The Opportunity


Advisors today have a unique opportunity: clients today are seeking guidance on life, legacy, and purpose—not just asset management (see notes). This shift is your gateway to driving growth and becoming a vital partner in your clients’ lives.

Our Approach


Serving Strong empowers you to uncover and address your clients’ most personal goals, elevating your role beyond financial advisor to trusted strategic partner. When clients trust you with their purpose and legacy, they remain loyal, refer others, and entrust you with more of their assets.


We help you build deeper, more meaningful connections, transforming transactions into lasting relationships. By aligning with your clients’ values and goals, you inspire loyalty that strengthens retention and generates valuable referrals. With Serving Strong, you gain tools to drive impactful growth and enduring success.


Here are 3 of the most powerful benefits:


  • You Increase Retention and Generate Referrals. Aligning with clients’ personal visions builds loyalty, resulting in lasting relationships that drive retention and unlock consistent referrals.


  • You Broaden Your Offerings. Adopting a life strategy advisory approach sets you apart, delivers a holistic service, and opens doors to new revenue streams.


  • You Command Premium Fees. Clients have been known to pay more for advisors who align with their life goals. A holistic approach enhances your value and maximizes every engagement.

How We Work Together


The Serving Strong Advisor Program fits effortlessly into your workflow. We provide training and tools to enhance client engagement, guide meaningful legacy planning, and align financial strategies with life goals. With practical frameworks and expert coaching, you’ll apply these strategies confidently. Choose from three levels of engagement tailored to your needs as an advisor.


  • Done For You (DFY). Serving Strong can work directly with your client as you oversee the overall transition process. When you have a client who realizes they need a personal strategic plan for their post-exit life, we will be there for them. It enhances the planning you do for them as we work with them directly on their personal plan.


  • Done With You (DWY). Serving Strong can support you on an as-needed basis during key meetings or stages of the transition planning process. If a life strategy discussion would benefit your client, we can join specific calls to enhance the exit planning experience.


  • Do It Yourself (DIY). Serving Strong can equip you with the tools and support to work directly with your clients on their personal planning. While you work with your clients, we work with you behind the scenes providing monthly tools, strategies, and Q&A sessions to enhance your efforts.



Contact us for more details

Notes and Insights


  • "4 Pillars for Retaining High-Net-Worth Clients" by Envestnet



  • "Advisors Differentiate with Holistic Financial Planning" by LPL Financial


  • "Thriving on the Fault Line: How Wealth Management Firms Can Successfully Navigate Shifting Market Dynamics" by TransUnion


  • "What is Holistic Financial/Wealth Planning?" by Vanilla


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    In today’s fast-paced world, achieving a balanced and successful life often feels like an elusive dream. But, imagine having a personal strategic plan that guides you through your unique life challenges and opportunities, helping you turn every situation into a stepping stone toward your goals. This resource will help you do that.

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