Sequent Planning

That's a great start to a company profile for Sequent Planning! Here's a breakdown of what you've got and some suggestions to make it even stronger: **Strengths:** * **Concise and informative:** You've captured the key details: industry, location, size, revenue range, website, and a brief bio. * **Highlights key selling points:** You emphasize Sequent Planning's commitment to client-centric planning and support for its investment adviser representatives. * **Mentions the Senior Market Sales® affiliation:** This adds valuable context and shows potential clients the breadth of resources available. **Areas for Improvement:** * **Expand on the "holistic retirement plans" concept:** What specific services or strategies does Sequent Planning offer? Give concrete examples of how they help clients achieve their retirement goals. * **Quantify the benefits:** Instead of saying "act in clients' best interests," provide data or examples that demonstrate their success in doing so. * **Target audience:** Who is Sequent Planning trying to reach? Tailor the language and tone to resonate with their ideal client (e.g., retirees, pre-retirees, financial advisors). * **Call to action:** Encourage readers to learn more by including a clear call to action, such as "Visit our website to schedule a consultation" or "Download our free retirement planning guide." **Example Enhancements:** * **Instead of:** "Sequent Planning is a registered investment adviser (RIA) committed to supporting its investment adviser representatives with everything they need to design holistic retirement plans that impact clients’ lives." * **Try:** "Sequent Planning is a registered investment adviser (RIA) dedicated to helping individuals achieve their retirement dreams. We empower our investment adviser representatives with the tools and expertise to create personalized retirement plans that address each client's unique needs and goals, including income generation, tax optimization, and legacy planning." * **Instead of:** "Investment adviser representatives enjoy freedom as independent contractors but also structure, tools and processes that help them act in clients’ best interests." * **Try:** "Our investment adviser representatives enjoy the flexibility of independent contracting while benefiting from our robust support system. We provide access to cutting-edge technology, comprehensive training, and ongoing coaching to ensure they can deliver exceptional service and achieve consistent client success." By adding more detail, quantifiable results, and a clear call to action, you can create a compelling company profile that attracts potential clients and partners.