Advisor Opportunity Review
See what your book is already holding.
A one-time paid review of how the firm currently recognizes, explains and advances real-estate wealth opportunities. No recurring fee. No mailing list.
$1,500 · 10 business days · may be credited toward your engagement
What you receive
- Written findings
- Three highest-priority changes
- Missed-opportunity map
- Recommended advisor workflow
- Working session
- Execution recommendation
- A clear recommendation to proceed, pause or do nothing
The fee may be credited toward an execution engagement of at least $12,500 when work begins within 60 days.
AMP provides marketing services only. Nothing here is investment, legal, tax or compliance advice, and all final materials are reviewed under the firm’s own policies and applicable regulatory requirements.
Your request has been received.
AMP will review the information and determine whether the Advisor Opportunity Review is the appropriate next step. If it appears to be a fit, we’ll follow up with scope, timing, and payment instructions.
What AMP reviews
The firm’s process, not your clients’ identities.
The initial Opportunity Review does not require client-identifying information. AMP does not inspect personally identifiable client records. The initial Review may use public firm materials, existing advisor language, current discovery and escalation workflows, anonymized situations, synthetic fact patterns, and non-identifying aggregate information.
- Public firm materials
- Existing advisor language
- Current discovery and escalation workflows
- Anonymized situations
- Synthetic fact patterns
- Non-identifying aggregate information
Delivery
Delivered within ten business days.
Start
Kickoff and material collection
Confirm the scope and gather the firm’s current process, language and public materials.
Then
Evaluation
AMP reads how opportunities are spotted, explained and handed off, and where they are missed.
Then
Written findings and working session
Priorities, the missed-opportunity map, and a working session on what to do next.
Sample structure — not a client deliverable
What the written findings look like.
This is the structure of the Review, shown as a sample. It is not work delivered to a real firm.
- Written findings. How the firm currently recognizes property and gain situations, and where the conversation stops.
- Three highest-priority changes. The few changes that would most improve the next advisor conversation.
- Missed-opportunity map. Where appreciated-property situations typically sit outside the plan today.
- Recommended advisor workflow. Recognition, conversation, fact collection and specialist handoff.
- Working session. A live review of the findings and the recommended next step.
- Execution recommendation. Proceed with Enablement, pause, or do nothing — stated plainly.