Abstract: System comprising a set of interconnected processors for managing the delivery of financial advisory services. In one embodiment, the system manages activities and workflows for a plurality of clients over a financial planning period. The financial planning period may comprise a calendar year, which may be divided into distinct seasonal portions, each with a predetermined, specific focus on a financial topic or grouping of topics. Workflow of the firm may be controlled by utilizing a plurality of processors to automate workflow handling. A first processor is used for individual client scheduling, a second processor aggregates the appointments, calculates utilization metrics based thereon, and a third processor generates reports, providing feedback to modulate input into the first processor.

Abstract: System comprising a set of interconnected processors for managing the delivery of financial advisory services. In one embodiment, the system manages activities and workflows for a plurality of clients over a financial planning period. The financial planning period may comprise a calendar year, which may be divided into distinct seasonal portions, each with a predetermined, specific focus on a financial topic or grouping of topics. Workflow of the firm may be controlled by utilizing a plurality of processors to automate workflow handling. A first processor is used for individual client scheduling, a second processor aggregates the appointments, calculates utilization metrics based thereon, and a third processor generates reports, providing feedback to modulate input into the first processor.

Abstract: There is provided a streamlined method of providing personal, financial advice on an ongoing basis, wherein a financial planning year of a financial advisor and a plurality of clients is partitioned into predetermined and distinct portions having a predetermined, specific topic or group of topics which is the focus of each. It is contemplated within the scope of the method that the office resources of the financial advisor are devoted substantially exclusively to predetermined financial planning topics during each predetermined portion of the financial planning year such that the financial planning year of an advisor's office and each of a plurality of clients is substantially synchronized.