Planning Strategies
From Expert
Advisors
Get proven retirement planning strategies and grow your business.
With a combined 65+ years of planning experience and nearly $2B AUM, Briggs Matsko and Jeff Maas are sharing their 4-step EASE model for the first time.
Learn to:
- Create a complete and collaborative financial plan
- Engage clients with visual “what-if” scenarios and insights
- Streamline the onboarding process and guide clients through retirement
- Develop a scalable, process-driven business strategy
Step One
Envision. Discuss your client’s ideal future, understand “core” and “joy” expenses and begin to plan their legacy.
Step Two
Analysis. Customize a plan and show your client various “what-if” scenarios.
Step Three
Solutions. Share your advice and make recommendations tailored to your client’s unique situation.
Step Four
Evaluation. Review the plan and realign annually to accommodate your client’s evolving needs.
Ready to partner with financial planning experts?
Sign up to receive training details.
window.onload = function() {
//See if there is a lottie file on the page
if (window.Webflow.require("lottie").lottie.getRegisteredAnimations().length > 0){
//Check every 100ms if the lottie file has loaded
var loadLottie = setInterval(function(){
if(window.Webflow.require("lottie").lottie.getRegisteredAnimations()[0].isLoaded === true) {
// hide your preloader (e.g. $('.loading-div').fadeOut(); )
clearInterval(loadLottie);
}
}, 100);
}
//Hide the preloader if there is no lottie file on the page
else{
// hide your preloader (e.g. $('.loading-div').fadeOut(); )
}
};
