SunBridge KEY Advisors 

      Smart ~ Financial ~ Professionals

Estate Planners & Financial Advisors ~  Are you ready?

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Twelve Secrets

 

12 SECRETS

 

CLIENT EXPECTATIONS

 

KEY PROCESS

 

LIFE CIRCLE

 

LEGACY CIRCLE

 

 

 

 

 

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At SunBridge, we believe the key to creating peace of mind for our clients and ourselves is to focus on issues of deeper significance than how many toys we have accumulated.  The entire KEY Advisor for Families program is built on these Twelve KEY Secrets:

 

1)      Focus on people rather than things.

“People are made to be loved and things are made to be used.  The greatest tragedy in the world is that we use people and love things.” Rvel Howell

 

 2)      Focus on happiness rather than pleasure

“Storybook happiness involves every form of pleasant thumb-twiddling; true happiness involves the full use of one’s powers and talents.”  John Gardner 

 

3)      Focus on giving rather than receiving

“We make a living by what we get, but we make a life by what we give.” Winston Churchill

 

4)      Focus on production rather than consumption

"The heights by great men reached and kept, were not attained by sudden flight,

But they, while their companions slept, were toiling upward in the night." Henry Wadsworth Longfellow

 

5)      Focus on gratitude rather than greed

“It is not happiness that makes us grateful, but gratefulness that makes us happy.” Albert Clarke

 

6)      Focus on abundance rather than scarcity

“Not what we have but what we enjoy, constitutes our abundance.” Epicurus

 

7)      Focus on simplicity rather than complexity

“Genius is the ability to reduce the complicated to the simple.” Ceram

 

8)      Focus on spirit rather than stuff

“Being in contact with one's spirit and nurturing one's spirit are as important as nurturing one's body and mind.”  Laurence Fishburne

 

9)      Focus on excellence rather than perfection

“I am careful not to confuse excellence with perfection. Excellence, I can reach for; perfection is God's business.”  Michael J. Fox

 

10)  Focus on direction rather than speed

“If the ladder is not leaning against the right wall, every step we take just gets us to the wrong place faster.”  Stephen R. Covey

 

11)  Focus on common sense rather than cleverness

“There is nothing more uncommon than common sense.”  Frank Lloyd Wright

 

12)  Focus on forever rather than today.

“Tennis is just a game; family is forever.”  Serena Williams.

 

KEY Client Expectations

 

12 SECRETS

 

CLIENT EXPECTATIONS

 

KEY PROCESS

 

LIFE CIRCLE

 

LEGACY CIRCLE

 

As SunBridge KEY Advisors, we believe that every client comes to us with a special set of expectations of what they will receive when they work with us.  We call these “KEY Client Expectations.”  We also believe that they deserve to be treated consistently with these expectations.

 

 

An unbiased advocate on their side of the table

 

 

An honest and understandable education

 

 

Tools to organize and secure their information

 

 

Affordable access to professional advice

 

 

An approach to planning that promotes financial

and legal wellness, not crisis intervention

 

The KEY Advisor Process

 

12 SECRETS

 

CLIENT EXPECTATIONS

 

KEY PROCESS

 

LIFE CIRCLE

 

LEGACY CIRCLE

 

 

 

How Does a KEY Advisor Deliver What Clients Expect and Deserve?

 

The secret to giving clients the training, tools, and support they expect, and the peace of mind they crave, is to follow this six-step process.

 

1.  Take a practical, holistic approach

 

2.  Help them get organized and in control

 

3.  Teach them correct principles so they can govern themselves

 

4.  Give them access to your experience

 

5.  Help them set and achieve realistic goals

 

6.  Help them build their own Legacy Library

 

Life Circle

 

12 SECRETS

 

CLIENT EXPECTATIONS

 

KEY PROCESS

 

LIFE CIRCLE

 

LEGACY CIRCLE

 

 

 

 

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January 31, 2011 @ 4 pm

 

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At SunBridge, we believe each of our clients is more than their money, much more.  Unlike most estate planners and financial advisors who often exhibit a single-minded obsession with the client’s financial wealth, we see each of our clients as a whole person whose financial and legal issues can only be understood and addressed in the context of their wholeness. 

 

The SunBridge KEY Advisor for Families system is built on this graphic model we call “The Life Circle.”  It reminds us that each client is a unique individual with their own purpose, identity, history, and future; that each has a circle of people they love the most and consider their family; that each fits within a larger circle of community; and that each has a unique set of financial resources.  Within the inner circle we find a set of driving values, and we discover that each has a set of stories and a vision of the future.

 

As their advisor, our job is to find solutions to their worries and concerns that harmonize with this image of who they really are.

 

Legacy Circle

 

12 SECRETS

 

CLIENT EXPECTATIONS

 

KEY PROCESS

 

LIFE CIRCLE

 

LEGACY CIRCLE

 

 

 

 

At SunBridge, we believe every person leaves some kind of legacy, and that we have a choice about what legacy that will be.  We can leave a legacy by default, or we can be intentional, and leave the kind of legacy we want.

 

We use “The Legacy Circle” as a tool to help our clients think purposefully about how to save and pass on their wisdom and life lessons; what they wish for the last chapters of their life and beyond; how to care for their priceless personal items of great emotional value; and how to use their financial wealth to leverage the remainder of their legacy. 

 

We help them tell their stories and realize their vision of the future, all with the aim of making a difference with the people they love and the causes they support. 

 
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Estate Planner & Financial Planners ~  Are you ready?

 

 SunBridge KEY Advisors 

   Smart ~ Financial ~ Professionals

  ©2011 SunBridge, Inc