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.