The Wealth of Everything

Key Takeaways

  • The Wealth of Everything is a book we wrote that explains what we do for our clients, and how our services differ from the rest of the wealth management world through our patented business process.
  • Investment Consulting is just one part of wealth management, but there are two other important pieces that only about five percent of the advisor world offers.
  • The most important part of the equation and the hardest to find in an advisor, is deep support, which is the marriage of systems and processes to help provide the most comprehensive wealth management support.

We’ve been working on this book called The Wealth of Everything over the last year or so, and it’s now complete. I wanted to talk about it because a lot of these blog posts have been about a variety of different things, and I really want to be clear about what it is that we do for our clients.

It’s a short book, about 70 pages, takes maybe 45 minutes to read, and there’s a summary at the end. I am going to give you a formula here, which is really what this book is all about:

WoE” stands for the Wealth of Everything, and if we think about the Internet of Things, it’s similar in that everything is becoming digital but still personalized. The Wealth of Everything is made up of three things, IC, RP, and DS, and I’ll describe what each of those mean.

IC” stands for Investment Consulting. There’s about a half million advisors in the United States, and they do Investment Consulting to a greater or lesser degree. The next two parts however, only about five percent of advisors offer.

RP” stands for Relationship Partnership, and that’s where the advisor and their wealth management team works with your other advisors. These other advisors can include your accountant, attorney, banker, insurance agent, and so forth, to coordinate and put together any actions or activities that need to be done to ensure all your wealth is managed, not just parts of it.

DS” stands for Deep Support, and this really is the most important part, and a part that is typically missing throughout the wealth management world. It’s about technology and the role it plays in bringing all of this together. You may or may not be aware that I had a patent approved about a year ago, which is about our deep support process. It’s a business process patent, and it goes through how we provide this deep support through a combination of processes and systems to be able to deliver a service rapidly and easily so that the complexity of the financial world comes off your shoulders and on to ours.

The book is available as an eBook or paper copy, just e-mail us at freebook@coylefinancial.com and we will get one out to you.

Until next time, enjoy.

Gary

Inertia, often caused by being overwhelmed, keeps smart people from planning. TransformingWealth™ , Coyle’s proprietary approach, is designed to get your arms around the big picture so you can make informed financial decisions. Take the first step to living the Good Life Managed Well™, and schedule a complimentary TransformingWealth Preview Meeting.


Gary Klaben is in our Glenview, IL office and serves our clients who are now located all over the country. He has over 30 years of experience and is the author of Changing the Conversation, Wealth of Everything and co-author of The Business BattlefieldWhether advising his clients, mentoring his team, or coaching entrepreneurs, he is always simplifying complexity and motivating others to take the next action that’s right for them.

 

www.coylefinancial.com
800-480-7913 | coyle@coylefinancial.com 

We value your comments and opinions, but due to regulatory restrictions, we cannot accept comments directly onto our blog.  We welcome your comments via e-mail and look forward to hearing from you.

All information is from sources deemed reliable, but no warranty is made to its accuracy or completeness.   This material is being provided for informational or educational purposes only, and does not take into account the investment objectives or financial situation of any client or prospective client.  The information is not intended as investment advice, and is not a recommendation to buy, sell, or invest in any particular investment or market segment.  Those seeking information regarding their particular investment needs should contact a financial professional.  Coyle, our employees, or our clients, may or may not be invested in any individual securities or market segments discussed in this material.  The opinions expressed were current as of the date of posting, but are subject to change without notice due to market, political, or economic conditions.

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