Mark Triplett Email & Phone Number

Urbandale, Iowa

We've heard financial professional tell us that they could be more successful if only they had more prospects to see. We challenge that theory. We believe that they would be more successful if they had a consistent process leading the right-fit prospects to make a decision and take action. Prospecting is important. We have very successful prospecting programs that consistently place our financial professionals in front of their target market. A great prospecting program creates an opportunity to set appointments. If it does that, it has done its job well. What you do next is arguably more important, however. Most advisors lack a repeatable consistent planning process that leads prospects to identify their problems, take accountability, and make a decisions to fix them. Prospecting and the "planning process" are independent of each other, yet interdependent on one another. If you spend money on prospecting, but don't have a planning process you are wasting money! We coach the right fit advisors to become great. We transform their practice. If they are willing to implement our successful processes and systems they can become the premier financial service firm in their market, and envy of their competitors. We don't teach silly sales ideas. However, we do coach substantive change. Changes in the way financial professionals behave. Changes in the way they communicate with their prospects and clients. Changes in the environment in which they conduct business. In addition to coaching good advisors to be great, we've orchestrated an environment in which insurance and financial advisors receive unbiased case design. Our agnostic approach to product recommendations fits right in with our practice development program. We believe that the end customer's premium dollar must be maximized for their benefit. We strive to offer valuable marketing and prospecting programs, and case design services to insurance agents and financial advisors who share the same belief.

Triplett Financial Group clients have “deal with it now” attitudes. That’s why they are attracted to the planning process developed by Triplett Financial Group’s founder and CEO Mark Triplett. The step by step process guides them to assess their current condition, to identify potential cracks, take accountability and then empowers them to make a decision to take corrective action.Mark attributes his “deal with it now” attitude to his diagnosis of thyroid cancer at age 15 as a freshman at North Polk High School. “When you get that news, things that were important the day before suddenly seem trivial. You don’t have time to waste, or to pretend nothing is wrong, or ask why me. You and your team of professionals have to assess the situation, weigh the risks and actions to be taken, and then take corrective action to deal with the situation. “Mark believes the same approach applies to retirement income planning. If you are going to have problems in the future, it’s best to know now and deal with it than to pretend nothing is wrong and wait until its too late.Triplett Financial clients generally worked hard for their retirement dollars. Mark selectively seeks to work with first generation wealth. He believes that if you earned it, you view it differently. His favorite clients can relate to his farm-raised work ethic and his character. Although his grandfather passed with few material possessions, the image of hundreds lined up to pay their respects, reminds Mark that nothing is worth more than your character. The experience solidified his belief that when you’re gone stories will be told about how you positively affected others, not your bank balance.You may be surprised to learn that Mark has been the trusted advisor on retirement planning strategies to financial professionals nationwide for decades. Many have turned to him for guidance on their own clients’ retirement planning strategies. He’s passionate about making advisors better.