Advisors & Consultants
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Consulting Services for Retirement Advisors & Consultants

Ann Schleck & Company provides sales coaching and practice management consulting to Financial Advisors and Consultants. Services are available on a subscription basis through the Advisor's Broker Dealer, via Retirement Service Providers, or directly from the Ann Schleck website.

Monarch Sales & Client-Retention System

Monarch is a comprehensive marketing, sales and client management system created to help Advisors and Consultants grow and manage their retirement practice. Designed by industry experts, Monarch makes top-of-the-line business tools available to Advisors in customizable and easy-to-use formats.

Monarch has scores of tools and client-ready templates in three separate tracks: Marketing, Sales, and Client Management. These tools have been designed by industry experts and are available to Advisors and Consultants in customizable and easy-to-use formats. Monarch combines the tools from these three tracks and the powerful Fee BenchmarkerTMonline tool in order to make it easy to develop and implement best practices in the four key areas:

Fee Benchmarker Fee BenchmarkerTM is a powerful online tool that enables you to compare your Advisor / Consultant fees (both commission and fee-for-service) to a database of industry norms for a selected plan size.

 

Marketing
The Marketing Track enables you to develop an effective value proposition and marketing plan that will differentiate your practice.

 

Sales
The Sales Track provides tools, training, and coaching to drive new business and improve close rates.

 

Client Management The Client Management Track gives you the tools you need to retain clients. Client strategic planning and relationship management templates allow you to anticipate client needs and deliver value, with skill and precision.

 

For more information on our Monarch tracks, see our Fee BenchmarkerTM, Marketing, Sales, and Client Management pages. For more information on subscribing to Monarch, see our Subscription Info page. If you'd like to subscribe, click the "Monarch: Log In / Subscribe" link at the top of the page.