SOLUTIONS BY INDUSTRY

Every industry has a unique profile.

Playbook Builder™ for Financial Services

The SEC, FINRA, and now the Department of Labor’s new rules make success in the financial services industry a moving target. With the Graying of America, the rise of robo-advisors, and perpetually volatile markets as a new normal; change is the only constant.

Whether you are looking to grow from a solo producer practice to scaling a multi-speciality practice, Playbook Builder™ has experience with several hundred of the top advisors from across the US, UK and Canada to help you grow.

Scale Best Practices

* Map your unique approach and transform it into a training school

* Capture insights, wisdom, and expertise to share across the organization

* Limit production inbalances and on-board faster

Operationalize Your Operation

* Map critical systems to scale, sell or simply improve speed and efficiency

* Prepare for succession planning and increase valuation

* Merge, acquire and roll producers up without issue

Increase Revenue Per Employee

* Track, measure, and manage with ease and consistency

* Enhance the value of each team member with training and accountability

* Drive more production through by improving systems

Address Compliance Exposures

* Create Process Maps of Compliance Routines

* Create Certification Quizzes to Demonstrate Training

* Train on New Regulatory Changes Quickly and Consistently

Ready to try the Playbook Builder™?

Playbook Builder™ for Insurance Companies

Massive industry consolidation, carriers by-passing wholesalers to go direct, and the downward pressure on fees all spell risk for the insurance companies.

If you ‘ve found a way to thrive during these challenging times, then you know one thing is true: The competition isn’t cutting it. Now is the time to operationalize your business, lock-down systems and processes and prepare for incredible growth opportunities.

Create Economies of Scale

* Map your unique approach and transform it into a training school

* Capture insights, wisdom, and expertise to share across the organization

* Limit production inbalances and on-board faster

Increase Revenue Per Employee

* Track, measure, and manage with ease and consistency

* Enhance the value of each team member with training and accountability

* Drive more production through by improving systems

Scale Best Practices

* Map critical systems to scale, sell or simply improve speed and efficiency

* Prepare for succession planning and increase valuation

* Merge, acquire and roll producers up without issue

Address Compliance Exposures

* Create Process Maps of Compliance Routines

* Create Certification Quizzes to Demonstrate Training

* Train on New Regulatory Changes Quickly and Consistently

Ready to try the Playbook Builder™?

Playbook Builder™

With PlaybookBuilder™ companies capture, organize and share sales, systems and operations training with their teams, their clients, or partners on any device, anywhere, anytime.

CONTACTS

616.546.2948

info@playbookit.com