Client Relationship Summary

Benefits

PREFERRED COLLEAGUES NETWORK

Consider us your behind-the-scenes partner. Our team of professionals works closely with you, providing valuable assistance in business development and marketing, enabling you to focus your time on client service and business growth.

SCALING

$50M+ AUM

Benefits for colleagues in the Scaling phase of their business with $50+ million in assets under management receive the Growing benefits, plus:

  • Custom design projects and marketing materials
  • Hosted multi-gen family dinner
  • Full annual brand audit
  • Educational conference allowance
  • Business transition planning and facilitation
  • Website development and support

GROWING

$25-50m AUM

Benefits for colleagues in the Growing phase of their business with $25-50 million in assets under management receive the Building benefits, plus:

  • Invitation to join our IAR network
  • Annual marketing strategy development
  • Turn-key client retention events
  • Continuing education scholarship
  • Business succession planning: purchase on death agreements and salary continuation
  • On-site business strategic planning¬†
  • Stipend for building brand marketing assets [photo, video, copy] from our preferred vendors
  • Customizable newsletter content

BUILDING

$5-25m AUM

Benefits for colleagues in the Building phase of their business with $5-25 million in assets under management receive:

  • Economist reports
  • LVZ Monthly Market Recap
  • Quarterly conference calls featuring market and portfolio updates
  • Customized staff/team education
  • Weekly market, operations, and compliance updates via email
  • Client conference calls with LVZ leadership
  • Business acquisition planning
  • Collective partner colleague in-person event annually 
  • Financial planning consulting with LVZ partners
  • Pre-populated forms with client authorization
  • Monthly cohort calls with partner colleagues 

APPLY TO JOIN OUR NETWORK

Contact us for more information on how you can become one of our preferred colleagues.

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