Helen High New Worth Case Study

Investment Collateral

Transition Report
Hypothetical Performance
Tax Alpha Report
Transition Analysis Template
For questions on Bill and Brenda Business Owner Investment Collateral or how you can work with the Investment Consulting Group, email investmentconsulting@wealthcarecapital.com

GDX360 Profile Collateral

Client Questionnaire
Client Experience Powerpoint
Scenario Report
For questions on this case study or to view the Bill and Brenda Business Owner household/profile in GDX360, email training@wealthcarecapital.com.

External Partner Collateral – BizEquity

Business Valuation Report

Insurance Value Report

January 2020 Practice Management Call

Watch the live presentation

https://vimeo.com/386826209

password: WCM_2020

BizEquity is the world’s leading and only patented online business valuation service. The values in the Vertex, LLC sample reports were used in the GDX360 profile for our sample business owner clients. You can provide your clients with a similar Business Valuation Report that details key metrics to their business’ value and gives an in-depth view of their financial position.

Contact Jason Early or visit the BizEquity website to learn more.

Marketing Collateral

Business Owner 1-Pager

1/4 Page Ad

Social Media Post

Email Signature or Banner Ad

To customize the WE CARE Business Owner marketing collateral using any of the above pictures and your business information, email marketing@wealthcarecapital.com.
Recruiting, Succession, and Continuity Planning

Recruiting, Succession, and Continuity Planning Guide

Emergency Succession/Continuity Plan Template

You protect your clients for the “What-If’s” in life by having a GDX360® plan. You will be doing so if you use this small business owner case study with a client. Have you taken the time to put a plan in place for yourself and your business to protect and plan for you and your family?

You may not want to recruit additional advisors or be ready to retire, but you should at a minimum have a continuity plan in place.

Wealthcare’s continuity program is available to all advisors who have adopted the full GDX360 process (Wealthcare Investments and a GDX360 plan for the majority of your clients). Our reason for offering this plan to these advisors exclusively is to ensure that continuity of service can be delivered to any transitioning clients. This plan doesn’t preclude nor prevent you from seeking an alternative continuity plan.

We have put together an Emergency Succession/Continuity Plan Template for you to aid in creating your plan. Your final plan should be reviewed by a legal professional and turned into Wealthcare Compliance for safekeeping. The plan should be updated annually, and each revision should be shared with employees, your successor, and Wealthcare management.

Your advisor services team is here to help find an advisor that compliments the way you do business. Contact training to get started or view the Recruiting, Succession, and Continuity Planning Guide for more details on Wealthcare’s plan.

FOR INVESTMENT PROFESSIONALS ONLY

BizEquity is not affiliated or subsidiaries of WCM or WCAP.

Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC (collectively, “Wealthcare”, “WCM”, “WCAP”, “we”, “our”, “us”) are registered investment advisors with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940. All Rights Reserved.

GDX360® is Wealthcare’s fiduciary process that integrates goals based planning with investment implementation that includes cost and tax management services designed to put clients first.

WealthcareGDX® and GDX360®are trademarks of Wealthcare Capital Management IP LLC.

This website is intended to provide general information about GDX360® as a WCM and WCAP service. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

All investment advisory and financial planning services are offered through WCM and WCAP. WCM and WCAP will maintain all applicable registration and licenses as required by the various states in which WCM and WCAP conducts business. WCM and WCAP render individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Click here to see the full list of disclosures.