© 2015 by Tritium Private Wealth Strategies, LLC

 

IRS CIRCULAR 230 DISCLOSURE

To ensure compliance with requirements imposed by the United States Treasury Department, you are hereby informed that any advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.   This advice may not be forwarded without our express written consent. 

This prominent disclaimer will not appear, however, if the written tax advice is in the form of, and meets the requirements of, a "covered opinion" (a term defined in the Circular 230 regulations).  Generally, a "covered opinion" issued by us will include written opinions we provide to clients who have retained Tritium Private Wealth Strategies, LLC to advise them on federal tax consequences of specific transactions, which is a practice which we do not undertake.

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Please be advised that any legal opinions or discussions contained herein should not be construed as or relied upon as legal advice to the client or to his advisor. The client should work with his/her own legal counsel to determine the course of action appropriate for the client's particular situation.

 

Tritium is not engaged in the practice of law, and will provide no legal services to you.  You are further advised that no legal privilege of confidentiality exists for any information transmitted or shared with Tritium and its personnel.

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Technology Packages

 

 

Packages created to suit your business needs.

Basic Data Organization
  • Research and consulting on which database is right for your business needs.

  • Sign-Up and installation of software and add-on pieces to your computers.

  • Exporting and organization of information from previous systems and facilitating import into new system.

  • Organization of extended information into systems for specific business needs.

    • Documents

    • Insurance and Investment Policies

    • Client and Family data

    • Hour weekly phone sessions for observations, issues and troubleshooting

Professional Data Organization
  • Basic Data Organization Package Services.

  • Key date reminders on policies and client information automation.

  • Target marketing tagging.

  • Automated weekly reporting on upcoming tasks.

  • Specialized reporting.

    • Referral lists from client

    • Monthly client review target dates

    • Monthly prospect target dates

Professional Enterprise Package

Professional Data Plan

  • Research and consulting on which database is right for your business needs.

  • Sign-Up and installation of software and add-on pieces to your computers.

  • Exporting and organization of information from previous systems and facilitating import into new system.

  • Organization of extended information into system for specific business needs.

    • Documents

    • Insurance and Investment Policies

    • Client and Family data

    • Hour weekly phone sessions for observations, issues and troubleshooting.

  • Key date reminders on policies and client information automation.

  • Target marketing tagging.

  • Automated weekly reporting on upcoming tasks.

  • Specialized reporting

    • Referral lists from client

    • Monthly client review target dates

    • Monthly prospect target dates

 

 

Business Intelligence Plan

  • Organization of data to run reports and provide information targeting specific business needs.

  • Tracking and management of client target dates.

  • Marketing strategies created and inputted to automate reminders and information to be sent.

  • Touchstone management for team needs.

    • Training and execution for team tracking

    • Development of system for producers to learn more about their targeted calling lists

    • Organization for team or individual producers so no prospect gets lost

  • Monthly reporting on success of team or individual.

 

 

Marketing Solutions Plan

  • Training on how to best target your clients to receive referrals.

  • How to research effectively.

  • How to profile your client to gain best referrals.

  • Assistance in choosing which research program will help facilitate information needed.

  • Creation of template for presentation of lists.

 

 

Technology Support and Organization

  • Cloud Set-Up

    • Research and consulting on which cloud services is right for your business needs.

    • Sign-Up and installation of software and add-on pieces to your computers, tablets and smartphones.

    • Exporting and organization of information from previous computers/files and facilitating import into new system.

    • Organization of team or support sharing to infuse cloud service with business practice.

    • Hour weekly phone sessions for observations, issues and troubleshooting.

  • Platform support

    • Research and consulting on technology platforms.

      • What computer operating system to utilize.

      • What smartphone operating system to utilize.

      • What office technology to implement.

    •  Cloud Service System

    • Database System

    • Phone System

    • Computer Options

    • Research Programs

    • Website Outsourcing

    • Television or projector technology

    • Tablet presentation technology

    • Cost saving solutions

Additional Services

Event Marketing and Planning

  • Create specialized marketing lists from system data.

  • How to put on boutique and client events.

  • Assisting in facilitation of events.

  • Creation of invitation and marketing pieces in relation to the event.

 

 

Team Management and Training

  • Training management positions and head producers on how to evaluate data received from high-level business organization system.

  • Training management positions and head producers how to evaluate success on a team and individual level on calling systems.

  • Recognition on what data reports are provided on team or individual to improve success and see issues from a high level and how to correct.

  • Training management positions and head producers how to evaluate and promote success for event marketing, target marketing and results.