Introducing a New Vision for the future. Someone Who CARESTM is NOT JUST A SLOGAN or a catchy phrase. It represents a BOLD and POWERFUL New Model for Financial Services.
Do financial services companies, through their distribution, help improve the quality of their clients' lives by providing real value?
From our vantage point,
the strategies used by financial companies, as well as their distribution
of products and services, have not improved the overall financial well
being of many people. It's not necessary to quote the dismal statistics.
Every day, you can observe the tragic results of the
current financial services business model. Go online,
pick up a newspaper, watch the news on TV or listen to the radio. In our
opinion, the current financial system has failed. It
is clearly not helping clients achieve financial success, and also hasn't
achieved sustainable distribution and profitability as businesses.
This is an UNNECESSARY FINANCIAL TRAGEDY. Think about it. Today we have?
Everything Is Better EXCEPT RESULTS.
WITHOUT A NEW MODEL, THE RESULTS WILL NEVER GET BETTER.
THE FUTURE - The new model redefines the roles and responsibilities of Clients, Advisors, and Resource companies that manufacture financial products and services and is given structure and discipline by its Effective System or process.
- Someone Who CARESTM addresses all elements
necessary for the mutual success of clients, advisors,
and resource companies. The Someone Who CARESTM
model recognizes and acknowledges the interdependence and balance needed
between clients, the C of CARES; Advisors, the A
of CARES; and Resource Companies, which is the R in
CARES. Clients, Advisors and Resources have as a solid foundation an
Effective System, which is the E and S
in CARES. The Effective System is
a written and detailed yet simple
and easy to understand and implement method, and is
based on sound common sense principles.
Change is never easy. Someone Who CARESTM provides a bridge between What Was and What Can Be with the possibility of FINANCIAL SUCCESS AND PEACE OF MIND FOR CLIENTS, ADVISORS, AND RESOURCES.
The simple UNDENIABLE TRUTH IS THAT REVOLUTIONARY CHANGE IS NEEDED. Next time you would like help, look for the Someone Who CARESTM symbol and an Advisor who is Someone Who CARESTM.