CEPA Resources

This page was created as a follow up from a Think Tank

Presented by Serving Strong Enterprises entitled:

"Personal Strategy Playbook"

Below are resources exclusively for you.

Better Insight. Better Advice.

PRESENTATION SLIDES

Download the slides of the presentation led by Scott Couchenour

TOOLS

Download tools you can start using today with your business owner clients.

CONSULTATION

Schedule a call with Scott Couchenour to discuss how to collaborate together.

If you want to receive valuable advisor resource tips sent to your inbox:

How Serving Strong Can Benefit You

Thank you for taking the time to visit Serving Strong Enterprises today. We would like to discuss how our services can help you deepen client relationships, expand your value, and increase revenue. Our focus is straightforward: guiding you to connect with clients on a personal level, drive loyalty, and open new revenue streams.

The Opportunity

Advisors today face a unique opportunity. Clients are no longer looking for someone to just manage their assets. They’re seeking guidance on life, legacy, and purpose. This shift is where we unlock new growth.

The Approach

Through our approach, you will learn to identify and serve clients’ core personal goals, beyond financial objectives. This process makes you more than an advisor; it makes you indispensable. When clients trust you with their purpose and legacy, they stay with you. They refer friends and family. They bring more assets under your management.

The Benefits

Strengthen Retention and Referrals. When you align with clients’ personal visions, you build loyalty. Deep, trust-based relationships lead to higher retention and increased referrals.

Broaden Service Offerings. By focusing on life strategy, you can expand services into holistic advisory, which differentiates you from competitors and opens additional revenue streams.

Command Premium Fees. Clients are willing to pay more for advisors who understand the full scope of their life goals. By taking a holistic approach, you can increase the value per engagement.

Don’t take our word for it.

Look at the research

(see below).

How We Work Together

Serving Strong’s Advisor Program integrates seamlessly with your existing process. We provide you with training and tools to engage your clients on a deeper level, guide legacy planning conversations, and align their life goals with their financial plans. You’ll get practical frameworks and coaching support to apply these strategies with confidence.

This isn’t only about the numbers. More broadly speaking, it’s about positioning you as a trusted partner for life’s biggest transitions.

Let’s work together to elevate your practice, increase client loyalty, and grow your revenue.

There are TWO WAYS you can connect for more information:

SCHEDULE A CALL ATTEND OUR OFFICE HOURS

(https://t.ly/officehours)

I open a Zoom session every Friday* from 12-1pm EST

Click the link to pop your head in. It's a space to ask any questions or just talk.

* major holiday weeks not included

Research On

Holistic Advisory Services

Here are just a few sources supporting the benefits of advisors focusing on the human aspects of client relationships:

1. Deeper Client Relationships: McKinsey & Company’s report discusses how top advisors achieve higher client retention through deeper relationships.

2. Expanded Services Through Life Strategy: Fidelity Investments outlines the advantages of holistic wealth planning in meeting clients’ broader needs.

3. Higher Value Per Engagement: eMoney Advisor’s article explains how holistic financial planning can lead to higher client satisfaction and justify premium fees.