Interest List

Develop Place Planning for Organizations

Place Planning can be a valuable lever to help organizations offer greater value to their clients and employees.

In particular:

• Wealth Advisors. Place Planning tools and content can provide additional value to your existing and prospective clients, increasing client satisfaction, reducing churn and raising ROI for marketing efforts.  
• Real Estate Brokers. Place Planning can provide additional value to help make sure that a client is making the right decision about where to live. Place Planning can strengthen a relationship and allow you to become a trusted partner for each of a client's key place-based transitions. 
• Life/Retirement Coaches. Place is such a big decision that it often impacts larger life decisions. Being able to talk fluently about Place Planning can help provide additional value for your current and future clients.