|
A Consultant's Perspective on Mission Expert
| Bill Hughes, and his company wlhughes.net, specialize in providing practice and client management support and unique managed account and insurance product solutions to financial professionals and their clients. They began using Mission Expert in August, 2004, and have since incorporated it into their approach for working with clients. On December 2, 2004, he shared these in-depth comments with us about the value he attains by including Mission Expert in his consulting practice... |
|
|
wlhughes.net
“A source of innovative solutions and information for financial advisors”
Company objectives
1. Deliver premier support and resources to financial professionals in the pursuit of providing excellent financial advice.
2. Make a meaningful contribution to the financial services community and the families they serve.
3. Promote ethical strategies, programs and planning that will assist financial professionals helping families create and preserve multi-generational wealth for the benefit of the family now, future generations to come and society as a whole.
Using Mission Expert
What makes “Mission Expert” so valuable in my practice is its utility. First, it allows me to address individuals as well as organizations with an all inclusive program that takes the client from start to finish. As you may know the financial services industry is going through a critical time. Advisors and providers alike are trying to figure out how to differentiate what they do from their competition (that is ever increasing), who they best serve, and what they want from their enterprise.
In many cases this requires a complete organizational overhaul a traumatizing event to say the least. To do the job right we must start at the beginning and that’s where mission expert comes into play; getting to core values (either individual or organizational), then defining values, goals, the vision and ultimately a roadmap to get there; the Mission Statement. This is the critical first step in a developing a competent strategic plan and the reason I believe its neglect is why so many businesses fail.
“Mission Expert” provides a complete guide to this process that can be delivered in print, presentation and or audio format. There is nothing left to chance. The program is consistent, well documented and sequenced. If it’s been a while since my last consult I can refresh myself with the built in tutorials. I have found the breakout pieces and agendas included in the resources section of the enterprise edition invaluable. It is a resource compendium, operations/training manual and facilitation tool all rolled into one.
Second, what we are finding in financial services is that vision and mission development is the critical process that has been missing in the planning continuum. As a result we are now seeing tremendous advisor interest in making this an integral part of their engagement and planning process. The reasons are many but to name two; the entire exercise deepens the relationship between advisor and client and it affords a more thoughtful and meaningful plan facilitation that follows the discovery process. It is the missing link between the initial interview (guided discovery) and formulating the family financial philosophy necessary before the plan blueprinting can begin.
With “Mission Expert” you have a thoughtful and well integrated tool to conduct this exercise. It is a tool that can facilitate a better legacy plan and that’s ultimately what our better clients want.
Bottom line with “Mission Expert” we have a system that affords an easy to navigate, seamless and predictable experience that will invaluably contribute to a successful outcome for both organizations and the people they serve.
If you'd like to speak with Bill about his company or their use of Mission Expert, you can reach him in any of the following ways:
William L. Hughes, ChFC, CLU
Ph#: 800.217.3091
http://www.wlhughes.net
mailto:w.hughes@verizon.net
|
