1. What WE Think Great Service Looks Like
Disclaimer “The comments and opinions expressed herein reflect the personal views of the Bryce Medd (or The Wealthy Tortoise).  Member CIPF and IIROC”.

2. What Assumptions Have You made in Your Life?

3. What Assumptions Have You made in Your Life?

4. Who Is the Planner? CPA Lawyer/Notary Our Client Exempt Market
YOU, your Family
& your Business
Exempt Market
Dealers
Uncle Bill
BNN/CNN
Bank’s/CU’s
Insurance Advisor
Most individuals come to our firm looking like this:
On the top, we have what we call “knowledge providers” – the accountant and lawyer provide us with knowledge in their area of expertise. At the bottom, we have the product suppliers. Bankers, insurance agents and stock brokers, mutual fund salespeople and real estate people are all trying to sell us some type of product. The problem with this situation is who is the financial planner in this picture?
That’s right – you are (pointing to the prospect), and you have the least amount of experience compared to everyone else.
Families operating in this mode also fall prey to the traditional sales model.
Copyright © 2011, Wealthy Tortoise Financail Group Inc. All rights reserved.

5. The Traditional Selling Model
Product/Tactics
Product/Tactics
Product/Tactics
Strategy
Goals & Objectives
Core Values
Copyright © 2011, Wealthy Tortoise Financail Group Inc. All rights reserved.

6. Our Values Based Planning Model
Product/Tactics
Strategy
Goals and Objectives
Core Values
Copyright © 2011, Wealthy Tortoise Financail Group Inc. All rights reserved.

7. The Wealthy Tortoise Planning Model
You, Your Spouse
& Your Family
CPA
Lawyer/Notary
Investment Broker
Bank’s/CU’s
Insurance Advisor
Exempt Market Dealer
Uncle Bill/CNN/BNN
Copyright © 2011, Wealthy Tortoise Financail Group Inc. All rights reserved.

8. Core Values for TWT process

9. Retirement Planning Simplified 4 Variables

10. Isn’t this what we all want?

11. Let’s talk
you call us (403) or
we’ll call you

12. “Together, let’s all do better”
A Concluding Thought …
Imagine the value can we add in your life and business by:
ID’ing strengths, weaknesses and gaps that need attention
adding our depth of knowledge and wisdom - by collaborating
“Together, let’s all do better”
Thank You.