Empowering Wealth Consultants
Real Intelligence LLC empowers wealth consultants to overcome the competitive challenges of artificial intelligence.
The rise of very low cost robo-advisers and $0 commissions at custodians has put enormous price pressure on the traditional wealth adviser. Middle-market investors are now able to own stock and bond portfolios that are tax managed and cost just 25 basis points. These middle-market investors have small account balances and no desire for serious risk management (as is evidenced by their ownership of passive index funds and ETFs.)
This new threat to traditional financial consultants will force significant behavioral change in a profession that historically saw very passive efforts at enterprise level growth. Real Intelligence LLC delivers the human-centric financial planning tools and advanced sales training to help the wealth consultant build a business around middle-class millionaires. This intense training program puts the consultant through a 100- day habit change program concluding with DM (Dynamic Mapping) certification. DM certification includes a commitment from the consultant to delivering a client service model that is a replica of a model often reserved for families who possess $50 million or more.
Who We are
President, Real Intelligence LLC
Jeff has been active in the financial services business for the last 25 years. His unique skill set includes sales, sales coaching, strategy and client service modeling. In 2008, he created a very unique training program, which is now called the Essential Family Office, that has helped financial consultants achieve significant growth of their assets under management and in a more scalable format. On average, these consultants saw an annual increase of $28 million in new assets under management in the first year upon completion of the training.
Director of Development, Real Intelligence LLC
Mike has been in the financial services business for over 30 years and was the creator of Dynamic Mapping. This unique financial planning method helps consultants to know their client in a way that traditional financial planning does not. This human-centric approach to financial planning is a consultant’s greatest tool to combat the competitive threat of boiler plate financial planning calculators often found in free programs through robo-advisers. “It is not how you compute, it is how you think!”