Core Strategic Disciplines Flashcards
(8 cards)
Wealth Psychology Mapping
What It Does:
Decodes the client’s emotional and psychological relationship with money to align strategies with identity and behavior.
Why It’s Core:
Most plans fail because they don’t match how the client thinks. This is your diagnostic foundation.
Client-Facing Phrase:
“Before we build wealth, I help you understand your relationship with money—because strategy must match psychology.”
Equity Compensation Strategy
What It Does:
Converts complex stock compensation (RSUs, ISOs, NSOs) into long-term, tax-efficient wealth plans.
Why It’s Core:
Many of your clients’ net worth is locked in equity—this helps them unlock and manage it with precision.
Client-Facing Phrase:
“I help ensure your equity reward becomes a life strategy—not a tax trap.”
Tax Diversification & Optimization
What It Does:
Reduces long-term tax drag by aligning asset location, cash flow timing, and bracket strategy.
Why It’s Core:
Clients often chase returns but bleed value in silent tax inefficiencies. You plug that leak.
Client-Facing Phrase:
“I don’t just grow your wealth—I help you stop silently losing it.”
Virtual Family Office Coordination
What It Does:
Orchestrates the client’s CPA, estate attorney, investment manager, and other pros to work as one team.
Why It’s Core:
Clients have strong professionals—but no cohesive strategy. You are the synchronizer.
Client-Facing Phrase:
“You already have good people. I build the system that makes them work together.”
Strategic Liquidity Planning
What It Does:
Provides smart access to cash during transitions without disrupting long-term plans.
Why It’s Core:
Liquidity events (exits, windfalls, reinvestment windows) require balance—between flexibility and preservation.
Client-Facing Phrase:
“I help you access cash without collapsing your future.”
Trust Architecture Design
What It Does:
Builds systems and language that foster sustained client confidence and partnership through every financial pivot.
Why It’s Core:
Clients don’t buy products—they buy safety and structure. You design the invisible scaffolding they operate from.
Client-Facing Phrase:
“I don’t just build plans—I build systems clients can trust under pressure.”
Legacy Integration Strategy
What It Does:
Aligns estate plans, family education, and charitable intent with personal values—not just tax law.
Why It’s Core:
Especially for first-gen wealth, legacy is more than documents—it’s values protection.
Client-Facing Phrase:
“We don’t just transfer assets—we protect meaning.”
Business Exit and Reinvestment Framework
What It Does:
Structures liquidity events to support both immediate and generational goals post-sale.
Why It’s Core:
Business owners often exit unprepared. You build the runway—and what happens after takeoff.
Client-Facing Phrase:
“I help you treat your exit like a launchpad—not a landing.”
