“We’ll think about it” These four words are the bane of Independent Registered Investment Advisors. When prospects say “We’ll think about it,” they are really saying "I don’t trust you," "I'm not confident in your ability to help me," and "I'm not going to hire you."
How do you go from “We’ll think about it” to “Where do we sign up?”
You need a simple system that helps you show your clients the “What ifs?”
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Developed by James Gallagher, the Retirement Engineer, SIPS is a cloud-based platform that gives you access to the Structured Income Planning System (SIPS Software) and the SIPS Case Closed Playbook.
SIPS Software enables advisors to easily create financial planning scenarios. Our simple ‘one-page plan’ allows you to demonstrate any number of financial planning scenarios, including the TOP 30 annuity income riders and any Tax scenario you or your clients can imagine.
The SIPS Case Closed Playbook gives you access to more than 50 ( (and growing) step-by-step expert advisor closing examples, putting experience and expertise at your fingertips and more confidence in your closes.
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Company Details
- Employees
- 1
- Founded
- -
- Address
- 6910 Deep Lagoon Lane, Fort Myers,florida 33919,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.sipsplanning.info
- Keywords
- retirement planning software, financial planning software, advisor training, advisor coaching.
- HQ
- Fort Myers, Florida
Sips Retirement Planning System By Stuart Software Solutions Questions
Sips Retirement Planning System By Stuart Software Solutions's website is http://www.sipsplanning.info
Sips Retirement Planning System By Stuart Software Solutions's LinkedIn profile is https://www.linkedin.com/company/stuart-software-solutions
Sips Retirement Planning System By Stuart Software Solutions has
1 employees.
View email and phone details for 1
employees at Sips Retirement Planning System By Stuart Software Solutions.
Sips Retirement Planning System By Stuart Software Solutions's industry is
Financial Services
Sips Retirement Planning System By Stuart Software Solutions's top competitors are
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Sips Retirement Planning System By Stuart Software Solutions's categories are Financial Services
Sips Retirement Planning System By Stuart Software Solutions's founding year is 2010
