The WayPoint Conversation System
Helping Financial Advisors Never Wonder What to Ask Next
The WayPoint Conversation System™ is a comprehensive advisor implementation guide designed to help financial professionals lead deeper, more productive client conversations—and uncover planning opportunities that might otherwise be missed.
Developed from 27 years of experience in financial planning, investments, and insurance, the system brings together insights gathered from hundreds of highly accomplished advisors who built successful, multimillion-dollar practices.
Inside, you’ll find more than 2,000 carefully organized questions across 28 essential Client Conversation Guides™.
Be Prepared for Every Important Client Conversation
Each guide provides a practical, repeatable framework for preparing for and conducting conversations involving:
Financial planning discovery
Retirement planning and retirement transition
Investment and tax planning
Estate and legacy planning
Business-owner planning and succession
Family meetings and generational wealth
Charitable giving and special-needs planning
Income protection and employee benefits
Client referrals and fee conversations
And much more
More Than a Collection of Questions
The WayPoint Conversation System™ helps advisors understand:
What to ask
Why the question matters
Which follow-up questions to consider
How to move the conversation toward meaningful action
Whether you are preparing for a first meeting, an annual review, a retirement discussion, or a complex family conversation, you’ll have a clear framework to guide the meeting confidently and purposefully.
Build a More Valuable and Consistent Client Experience
The WayPoint Conversation System™ can help you:
Prepare for meetings more efficiently
Ask better, more purposeful questions
Identify overlooked planning needs
Demonstrate greater value to clients
Deliver a more consistent client experience
Strengthen relationships with clients and their families
Turn planning conversations into appropriate implementation and revenue opportunities
What Could One Better Question Add to Your Practice?
One well-timed question can uncover an important client need—and potentially create tens of thousands of dollars in new revenue for an advisor’s practice.
Now imagine what having more than 2,000 thoughtfully developed questions available could add to your practice—and to the success of the clients and families you serve.
If you have a client meeting tomorrow morning, the WayPoint Conversation System™ helps ensure you will know the best questions to ask.
Digital Access
Digital PDF | Immediate Download After Purchase
Purchase includes a license for use by one advisor or within one advisory practice. Redistribution, resale, or sharing outside the purchasing practice is prohibited.
Helping Financial Advisors Never Wonder What to Ask Next
The WayPoint Conversation System™ is a comprehensive advisor implementation guide designed to help financial professionals lead deeper, more productive client conversations—and uncover planning opportunities that might otherwise be missed.
Developed from 27 years of experience in financial planning, investments, and insurance, the system brings together insights gathered from hundreds of highly accomplished advisors who built successful, multimillion-dollar practices.
Inside, you’ll find more than 2,000 carefully organized questions across 28 essential Client Conversation Guides™.
Be Prepared for Every Important Client Conversation
Each guide provides a practical, repeatable framework for preparing for and conducting conversations involving:
Financial planning discovery
Retirement planning and retirement transition
Investment and tax planning
Estate and legacy planning
Business-owner planning and succession
Family meetings and generational wealth
Charitable giving and special-needs planning
Income protection and employee benefits
Client referrals and fee conversations
And much more
More Than a Collection of Questions
The WayPoint Conversation System™ helps advisors understand:
What to ask
Why the question matters
Which follow-up questions to consider
How to move the conversation toward meaningful action
Whether you are preparing for a first meeting, an annual review, a retirement discussion, or a complex family conversation, you’ll have a clear framework to guide the meeting confidently and purposefully.
Build a More Valuable and Consistent Client Experience
The WayPoint Conversation System™ can help you:
Prepare for meetings more efficiently
Ask better, more purposeful questions
Identify overlooked planning needs
Demonstrate greater value to clients
Deliver a more consistent client experience
Strengthen relationships with clients and their families
Turn planning conversations into appropriate implementation and revenue opportunities
What Could One Better Question Add to Your Practice?
One well-timed question can uncover an important client need—and potentially create tens of thousands of dollars in new revenue for an advisor’s practice.
Now imagine what having more than 2,000 thoughtfully developed questions available could add to your practice—and to the success of the clients and families you serve.
If you have a client meeting tomorrow morning, the WayPoint Conversation System™ helps ensure you will know the best questions to ask.
Digital Access
Digital PDF | Immediate Download After Purchase
Purchase includes a license for use by one advisor or within one advisory practice. Redistribution, resale, or sharing outside the purchasing practice is prohibited.