Practice Management is a critical element of building your financial business.
Have You Created Your
Business & Marketing Plan?

Today’s successful advisors have incredible demands on their time. Staying organized and managing your practice effectively are the keys to this success, but doing so doesn’t have to be difficult. We can help you put the right tools in place simply and effectively.

15-Min Business Plan
Perhaps one of the most overlooked, yet most essential aspects of planning is the business plan. The fact is, a business plan is a critical element that will set the stage for your success for the next 3 months, 6 months, 1 year or beyond. Business plans don’t need to be complicated either—we’ll show you how, with our help, a simple well-crafted business plan can take anywhere from 15 to 30 minutes to develop.
Personalized Marketing Calendar
One of the things we love to do most is help you create your official marketing calendar. After walking you through all the necessary planning and information gathering stages, we can then discuss all the various marketing programs and options we have available to you—which just might end up on your calendar after all. When we’re done, we can even discuss printing your calendar so you can have it on-hand any time you may need it!
Do You Know Your Goals For the Year?

One of the first items we’ll discuss together are your goals for the year. You may be surprised how few advisors can articulate their goals. Planning out what levels of revenue or production you want to reach is the first step in your new business plan. This online calculator can help.

Instructions: Select your preferred product type first. Enter your desired revenue goals for the year from this product line. Then enter your average commission %, sales closing ratio %, and your average case size.

Life Insurance
$ ?
% ?
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Your Results
Annuity Volume Needed:
$ ?
Number of Sales Needed:
# ?
Annual Appointments:
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Monthly Appointments:
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Not Sure How To Get These Appointments?
Let Us Help You Create a Marketing Plan Today!
Would You Do Business With You?
Take Our 2-Minute Quiz & Find Out
Today more than ever, it’s critical to have a professional, developed practice to attract new clients and new business. To help you prioritize, take this Would You Do Business With You self-assessment to identify what items need your help most.

Instructions: Rank yourself or your business for each item below on a scale of 1 to 5, with ’1’ being the lowest score and ‘5’ being the highest. Be sure to compare each item to your competition in your area, and score it accordingly. The key here is to be honest with yourself. If you do not have the item listed, score that item with a ‘1’.

« Lowest Score Average Highest Score »
Choose a score from 1 to 5 for each item below 1 2 3 4 5
1 Your Office
2 Your Client Experience
3 Your Staff (or Yourself)
4 Your Logo
5 Your Philosophy
6 Your Overall Brand
7 Your Materials
8 Your Website
9 Your SEO & Online Presence
10 Your PR & Celebrity Status
Your Results:
World Class! (45-50)
Congratulations! Your business and your brand is in excellent shape. You have the kind of business that people should simply be flocking to, and you should be very proud of what you have accomplished. Be sure to keep your pulse on the industry trends and your competition to be sure you don’t slip in any of the categories you currently excel in.
Great (40–44)
Well done, you’ve got a great score! Your business and your brand are in great shape. While there are some areas you could do just a little bit better in, you should pat yourself on the back. In the meantime, continue to improve in those areas that are slightly weaker than others to become a true world-class organization.
Good (35-39)
Nice job, you’ve got a good score. There are some categories you could improve to become even greater, or to reach world-class status, but overall your brand and your business are in pretty good shape. Identify areas you wish to improve and then focus on accomplishing those goals, but be sure you maintain your strengths in the meantime.
Average (30-34)
Your score is an average score. While there are definitely areas you need to improve upon, your business isn’t in dire shape either. Your focus should be two-fold. Ensure the areas you are strongest in stay that way, and focus on improving as many areas that you can. Enlist help to tackle the challenges in an organized and systematic manner.
Below Average (20-29)
Your score is below-average. That means that there are a variety of areas that need your attention and need improvement as soon as possible. The longer your business goes without attending to these categories, the less revenue you’ll see and the less success you will have. Give us a call and we can give you a step-by-step action plan to follow.
Invisible (10-19)
Your score is very low. A score this low means your business and your brand are basically invisible to those with whom you meet. While it’s possible to do business this way, it’s very difficult to overcome the barriers of trust that missing these items will create. Let’s work together to create a systematic plan to help you truly overcome these hurdles and build a superbrand.
Planning & Organizational Technology
VFM is a powerful automated technology platform that can dramatically improve your planning, organization and overall practice management success.
ROI Plan
VFM will let you build a marketing and business plan and then track the results online, allowing you to have real-time access to critical business data points, such as ROI and cost-analysis.
VFM will let you track all of your contacts, your marketing, your sales and nearly everything else you can think of to track. Having everything in one place will make your life so much easier.
VFM will provide you with a ton of reports and business metric data that you can use to make better decisions. You’ll be surprised at how you ever ran your business without this on hand.
VFM will give you a platform by which you can organize your entire business, including contact information, records, marketing, sales plans and so much more, all in one connected system.
VFM will let you track your sales and marketing pipelines in one place. These are essential business tools which most advisors skip over or have no access to. Now that changes for good.
VFM will provide you with systems that will help you automate your email or direct mail marketing campaigns, including planning, scheduling and sending them automatically.
The VFM platform is being developed by United Advisors.
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What are you waiting for?

Request more information or join us today!

"I had just transitioned into the financial industry from a ministry background and had been working for less than 1 year with modest success. When I met Steve Lewit and United Advisors, I was able to transform my business from $3 million per year in annuities to over $15 million of total production and $4 million assets under management in only 2 years. I just plugged myself into Steve’s coaching and leadership, and the systems he and his team have created. There is no way I could have done it without them!"
- Tami S., California
"When I joined United Advisors in 2008, I had very high expectations. Since then, I’ve never been let down, not even once. I am most impressed by all the marketing support I’ve received—seminar and client events in particular. I’ve learned how to market them much more effectively and successfully than I ever did in the past. They’ve set me apart from the competition and truly allowed my entire business to grow."
- Rick A., North Carolina
"My sales had been stuck in a rut when I decided to join United Advisors. Turns out, it was one of the best decisions I ever made. I really “connect” with the sales system and am very excited by how it’s helped me to position both more annuities and assets under management simultaneously. I think clients really grasp the simple concepts and well-presented materials. It is like night and day compared to my old process."
- Barbara S., Colorado
"I was looking for a marketing organization that could help my business grow. When I came here, the atmosphere and the people were exactly what I wanted— people who I knew were looking out for me, not just my production. I really feel like I’m important to them, and that’s something that is very meaningful to me. I never felt this way with any other marketing group."
- Roy L., Pennsylvania