The .Calm that Advisors

Have Been Looking For

It has never been easier to build better relationships and generate more opportunities with prospects and clients.

2024 Presentation Resource Centre

Documentation & Delegation Re-Imagined ~ Practice Management Workshop Resources for May 5th are now available

The relationship business

You’re in it! And we’re purpose-built to help you, with the support you need to convert more leads and win more clients while creating stronger relationships with every one of them.

From onboarding new clients to re-engaging current ones to building a foundation of consistent communication for all… Mycentsability is here to help.

A great first impression every time

A client’s experience starts at onboarding. Having a predictable, comprehensive journey from “moment one” differentiates you immediately from your competition.

Delivering the conversations you need to have while customizing the individual journey of the client based on who they are and what you do. It’s what every advisor wants.

Starting your client’s journey on the right foot has never been easier with Mycentsability.

Better connections start with better conversations.

Earning someone’s trust goes a long way to earning their business. We’ll help you earn both.

At every stage of your relationship, you have fun conversations, where you talk about opportunities. And dry (but required) conversations where you talk about what you do and how you do it.

Knowing the right words to say and when to say them is hard. But better conversations create better opportunities. Let us help you. We support you with the fun stuff and everything else.

Contact us for sample conversations!

Build business the right way

The financial services industry can be confusing, especially for clients. The biggest benefit you can provide yourself AND the people you’re working with is clarity. Clarity around what’s expected of them (and what to expect from you) and a shared understanding of everyone’s responsibilities.

You’ll be supported by the right conversations and the right tools like our practice management workshops, online training for you and your team, and our inforce business management campaigns. Find yourself not only building your business but building it on a solid foundation of clear communication.

Is Mycentsability right for you?

Think about your business and your challenges. Do any of these statements sound like you?

  • We want to differentiate ourselves by being clearer about the value we provide.

  • We need to re-engage clients in our block so that we’re doing what is required AND creating opportunities.

  • We need to convert more leads and grow our business more sustainably.

  • We want crystal clear conversations and communication that educates clients and creates opportunities for us.

  • We need streamlined onboarding processes that are easy to implement so we can focus on the fun conversations.

  • We want clients to feel supported in our relationship, even when we’re not available. 

If one or all of these sounds like you, Mycentsability is worth exploring.

Frequently Asked

Questions

  • No. The educational conversations, tools and resources on Mycentsability are immediately accessible and free to clients.

  • Very little. We give you a pre-completed marketing package to introduce the platform to your clients. It has everything you need to start directing them to these conversations.

  • No. We only track views and interactions with the Mycentsability site and resources. Your clients never have to provide us with any personally identifying information.

  • No. We never know who your clients are and do not gather personally identifying information like emails or names. You provide the link to Mycentsability to your clients; we only track views and interactions with the materials.

  • Demonstrating that you are doing the right thing is an important part of compliance. Being able to show that you are providing access to these conversations that support your obligations is a huge step forward in compliance. AND the work is minimal from you!