{"id":877,"date":"2019-05-15T21:27:51","date_gmt":"2019-05-15T21:27:51","guid":{"rendered":"http:\/\/cedarbrookfinancial.com\/?page_id=877"},"modified":"2023-05-04T12:07:03","modified_gmt":"2023-05-04T12:07:03","slug":"right-fit-firms","status":"publish","type":"page","link":"https:\/\/cedarbrookfinancial.com\/right-fit-firms\/","title":{"rendered":"Right Fit Firms"},"content":{"rendered":"

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The Humanity Factor CommunityTM<\/sup><\/h4>\n

The business of financial planning is one of the greatest professions in the world. We\u2019re fortunate to lead, mentor and educate. And to be instrumental in helping clients navigate essential once-in-a-lifetime decisions with grace and wisdom.<\/p>\n

Yet even for those of us who\u2019ve done exceedingly well in this business, the business itself isn\u2019t always easy. Consider another noble profession that requires the best of the best to achieve mastery across such a diverse skillset. Things like management, entrepreneurship and leadership. From technical skills across a half dozen disciplines, to technology, economics and politics. And of course, the most central of all: communication, counseling and relationship-building talent.<\/p>\n

Meanwhile, even though the results of our work have the potential to be joyful for our clients, the work itself isn\u2019t easy for them. They come through our doors to protect the most important people in their lives, yet the subject matter that facilitates their aspirations can feel complex and overwhelming.<\/p>\n

A New Way Forward<\/h4>\n

The Humanity Factor Community is a proven affiliation model for firms that find themselves at the center of both the rewards and the challenges of our business. We are a national voice for firms that are passionate about true independence and quality financial planning.<\/p>\n

Our model has been decades in the making. We meticulously researched and vetted hundreds of decision points along the way, and we have thrived through the tests of time. The Humanity Factor Community allows firms to focus on their Life\u2019s Work by managing for you, all those things that represent a distraction from the relationships that are central to it.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space][vc_row_inner gap=”15″][vc_column_inner el_class=”cb-graphic” width=”1\/4″][vc_single_image image=”258″ img_size=”full”][\/vc_column_inner][vc_column_inner width=”1\/4″][vc_column_text]<\/p>\n

Mine Your BlissTM<\/sup><\/span><\/h4>\n

[\/vc_column_text][vc_empty_space height=”10px”][vc_toggle title=”Custom Onboarding Game Plans” color=”green” size=”sm”]Includes vision-casting, business planning, branding support, and training for advisors and team members. The process is supported by advisors, for advisors, as opposed to Home Office employees.[\/vc_toggle][vc_toggle title=”The Humanity Factor\u2122 Unique Story” color=”green” size=”sm”]A proven brand story including a wide array of tools such as Elevator Talk, talking points, touch points, brochures, website and more. Supported by hands-on Brand Coaching to ensure your firm derives ROI from using the tools in your relationships.[\/vc_toggle][vc_toggle title=”The Rain Catcher Referral Process” color=”green” size=”sm”]This process was designed specifically for upper echelon firms working in affluent and well-insulated markets. It has been time-tested over 25-years. It includes comprehensive tools and coaching to increase the quantity, quality and predictability of referral gathering for both senior and junior rainmakers.[\/vc_toggle][\/vc_column_inner][vc_column_inner width=”1\/4″][vc_column_text]<\/p>\n

Cultivate Your ContributionsTM<\/sup><\/span><\/h4>\n

[\/vc_column_text][vc_empty_space height=”10px”][vc_toggle title=”Cultivate Today\u2122” color=”green” size=”sm”]Our unique planning methodology is a time-tested five-step process. It\u2019s supported by our tenured Planning Department utilizing thorough work-flows, a variety of analytical and planning software, and a suite of branded discovery questionnaires and collateral materials. Instead of numbers-first-and-mostly, firms are freed up to focus on the relational aspects of planning.[\/vc_toggle][vc_toggle title=”Planning Committee” color=”green” size=”sm”]Our Planning Committee is a governing body that proactively drives strategic advancements and work-flow trouble shooting for planning itself, and all supporting disciplines.[\/vc_toggle][vc_toggle title=”Multi-disciplinary Capabilities” color=”green” size=”sm”]We support firms in offering a diverse set of capabilities.
\nFor individuals these include: financial planning, retirement planning, estate planning and investment management. Our life insurance capabilities are fueled by Cedar Brook Insurance, a proprietary underwriting and acquisition process. For companies, our services include retirement plans, employee benefits, business succession planning and strategic planning.[\/vc_toggle][vc_toggle title=”Cedar Brook University” color=”green” size=”sm”]Structured workshops, Round Tables and semester-long training modules are taught on a peer-to-peer basis by advisors and team members. CBU also fosters a culture of Learning by Walking Around \u2013 real-time collaboration with intellectual peers who specialize in a full complement of planning disciplines.[\/vc_toggle][\/vc_column_inner][vc_column_inner width=”1\/4″][vc_column_text]<\/p>\n

The Leadership LeverTM<\/sup><\/span><\/h4>\n

[\/vc_column_text][vc_empty_space height=”10px”][vc_toggle title=”Business Succession Support” color=”green” size=”sm”]A thorough, hands-on process including strategy development, recruiting, transition planning and support, training programs and funding options.[\/vc_toggle][vc_toggle title=”Practice Management Platform” color=”green” size=”sm”]A highly efficient, effective suite of business management capabilities that allows firms to free-up mind-share for nurturing relationships. We create a custom suite of services at your firm\u2019s discretion including operations, compliance, payroll, HR, benefits and office leasing.[\/vc_toggle][vc_toggle title=”Integrated Technology Platform” color=”green” size=”sm”]Our in-house IT team provides research, integration and ongoing system management, as well as day-to-day IT support. Platform includes Orion\u2019s Big Data Access and Schwab\u2019s investment reporting alongside planning software, CRM and cloud hosting at a level that would be cost-prohibitive to many individual firms.[\/vc_toggle][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=”10px”][vc_btn title=”Download the Brochure” align=”center” link=”url:%2Fwp-content%2Fuploads%2F2022%2F02%2FCB-Design-for-The-Humanity-Factor-Community-Overview-11.20.18.pdf|target:_blank”][vc_single_image image=”263″ img_size=”full” alignment=”center” css=”.vc_custom_1558025844602{padding-top: 50px !important;padding-bottom: 50px !important;}”][vc_row_inner][vc_column_inner width=”1\/2″][vc_column_text]<\/p>\n

Right-fit Firms<\/h4>\n