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Many
professionals tend to devote more time, energy and money than they
should in a constant effort to improve their practice. Imagine how
much easier this task would be if you had an opportunity to "pick
the brains" of some of the outstanding leaders in the financial services
industry. What if you could spend an entire day with some of the pioneers
in the field of financial planning, asking all your questions about
managing a successful practice? How would you feel if after the meeting,
these professionals offered to provide you with all of their own materials?
No longer
would there be any reason to "re-invent the wheel." All these material
and techniques would have already been refined and proven effective
with thousands of clients. All you would have to do is "pick, view,
edit, and print." A complete record of all client correspondence would
be automatic.
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The
Text Library System (TLS) is a complete Client Relationship Management system.
It is designed to carry you from your first reference to a prospect, through
the introduction and planning process, to the continued relationship thereafter.
The system includes over 5,000 pages of text designed to "streamline" the
planning process:
Click Here for Demo - (The PowerPoint file takes time to download)
Click Here - Frequently Asked Questions
Click Here - Success Stories
- Letters
- 276 letters for correspondence
with prospects, clients and businesses. Plus the ability to edit these
letters to conform to your own preferences and style, and the ability
to add your original correspondence easily indexed for retrieval.
- Service
Letters
- 80 service letters to third
parties, such as client attorneys and accountants, to help support your
client's financial affairs and accelerate plan implementation.
- Agendas
and Interview Notes - 38 agendas
for all your individual meetings with clients, prospects, business owners
and group presentations. These match with pre-formatted notes
to be easily edited.
- Text
Articles - Over 1,000 articles on
financial subjects arranged in nineteen menus from which you may select
those most appropriate for a prospect, product customer or financial
planning client.
A
great tool for responding to website inquiries.
- Objectives,
Assumptions and Attitudes - Three
listings from which you can assemble the client's significant personal
objectives, prepare a summary of the critical assumptions and investment
attitudes to be used in preparing the client's plan. Confirmation of
these assures that the client makes the right choices and decisions.
- Master
Implementation Checklist - A master
checklist of 750 personal financial planning techniques, from which
a list may be assembled as a stimulant for taking action. Client plan
monitoring and the implementation are made easier with such
a checklist.
- Practice
Management & Due Diligence - A critical
tool to increase the frequency of client communications and document
them for professional liability protection.
- TLS
License Options Page - Text Library System (TLS) versions are now
available for every size office from the sole-practitioner, the “one man shop,” to the multi-producer
office with a large support staff. The System is designed for scalability and offers
affordable steps between versions. There is no penalty imposed when stepping to the
next version and all data and history transfers automatically. Click Here for the License Description Detail Information.
TLS
Pricing: Prices start at $595. Click Here for Price List.
Text
Library System
free
Online Web presentation demonstrates how TLS will enhance your financial
practice
.
TLS
- Supplemental "Add-On" Modules. We
have developed a number of "Add-On" modules for TLS to expand
its use and provide added value for the user. The following is a list
of modules that are currently available for TLS users:
Microsoft
Outlook Synchronization Module
Synchronize Text Library
System client/prospect data with your Microsoft Outlook contact data - or
your existing Outlook contact data may now be synchronized with TLS. Client/prospect
information, including notes, can be transported easily, back and forth,
between the two programs. Outlook also syncs with Palm Pilot and other
Personal Digital Assistants (PDA). Therefore, if you are using this feature
you can now carry your TLS client/prospect data on your PDA. Minimum
system requirements: Outlook Version 98, 2000, and XP.
Marketing
Module - An effective
way to transform TLS into an automated "Drip Marketing" system.
Check out the TLS Marketing Module and see for yourself how it can turn
hundreds or thousands of names into high caliber clients. The marketing
module uses nurturing and relationship marketing techniques to instigate
clients into giving you more referrals.
E-mail
Marketing Module - Enables e-mail delivery
of all Automatic Marketing materials to any selected Client/Prospect. Choose
from home or business e-mail addresses.
Estate
Planning Campaign - We have developed this
campaign for use with our marketing module to target the affluent individual.
There are lots of "millionaires next door", but you may
never acquire them as clients without the new TLS Estate Planning Campaign.
Seminar Marketing Module - This module
automates the articles in Text Library System to facilitate ongoing
communication to your seminar attendees. It provides advance reminders
with, letters, supplemental articles after each session and follow-up
items for several months after the seminar or workshop is concluded.
Compliance Module - A module that provides
additional record keeping, disclosure and pre-audit instructions. Check
out the Compliance Module to learn how to reduce your liability exposure.
Business Records Module - A module that includes corporate articles,
by-laws, minutes and resolutions. Check out Business Records to obtain
more information.
Business Planning Module
- A module that includes
Venture Trac, business planning spreadsheet, plus advisory and business
plan text for the planner who does business planning. Check out Business
Planning to learn more about this module.
Information Request Form
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