⚠ CONFIDENTIAL — INTERNAL USE ONLY — LINCOLN PARK PRIVATE WEALTH
Lincoln Park Private Wealth
Wealth Rewired™
Execution Strategy
Internal Training Guide
Confidential — Internal Use Only
This document contains proprietary frameworks, verbatim sales scripts, client archetype blueprints, and internal role structures. It is intended exclusively for Lincoln Park Private Wealth team members. Do not distribute externally.
Lincoln Park Private Wealth · Wealth Rewired™ Execution Strategy · CONFIDENTIAL · v1.0
Quick Reference — Archetype Selection
Use this at the start of every Diagnostic to assign the archetype before the call. When in doubt between two archetypes: assign the one that matches the primary pain point, not the secondary.
| If the client has… | Assign Archetype |
|---|
| Business as primary asset, exit in mind | 1 — Business Owner: Pre-Exit |
| Fast-growing business, multiple entities forming | 2 — Business Owner: Scaling |
| Wealth already built, now managing/transferring | 3 — UHNW Family: Accumulated |
| Corporate executive with equity comp (RSUs/ISOs) | 4 — High-Income Professional |
| Heavy real estate portfolio, cash flow driven | 5 — Real Estate Heavy |
| Multiple businesses/entities, complex structure | 6 — Multi-Entity Complex |
Client Profile
Business is the primary (often only) wealth-generating asset. Exit horizon 2–7 years, but no structural planning underway. High income, high tax burden, minimal personal investment diversification. CPA handles compliance but offers no proactive planning. Estate plan non-existent or 10+ years old. Emotionally: excited about exit but quietly anxious about "what happens after."
Diagnostic Red Flags
No exit timeline or valuation benchmark
Wrong entity type for exit
Buy-sell agreement missing or unfunded
Key-person insurance absent
Retirement accounts minimally funded
90% illiquid net worth
4-Pillar Standard Findings
Investment Allocation
Zero personal investment diversification. Single-asset concentration. Recommendation: Begin systematic personal wealth build; establish liquidity buffer (12–24 months).
Tax Strategy
30–45% of exit proceeds headed to tax. QSBS exclusion not structured, installment sale never analyzed. Recommendation: Restructure entity NOW to qualify for available exemptions; run exit tax projection.
Asset Protection
Business and personal assets not separated. High litigation risk. Recommendation: Holding company/blocker entity structure; personal asset protection stack.
Estate & Legacy
No business succession plan; no buy-sell funding; family unprotected if owner dies pre-exit. Recommendation: Updated estate plan, funded buy-sell, beneficiary audit.
Default 90-Day Priority Plan
Entity Audit + Exit Structure Review — CPA coordination; optimal entity for exit tax treatment (Gregg + CPA)
Exit Readiness Score + Timeline Map — target exit date, valuation range, gap analysis (Gregg)
Buy-Sell Agreement Review / Initiation — attorney coordination; funding mechanism (Gregg + Attorney)
Defined Benefit / Cash Balance Plan Evaluation — tax drag reduction pre-exit (Ryan + CPA)
Personal Investment Account Activation — begin diversification, establish liquidity buffer (Ryan)
"Your Exit Readiness Score is [X]/100. The gap between where you are and a clean, tax-efficient exit is not time — it's structure. Right now, you're on track to hand [X]% of your exit proceeds to the IRS. We can change that. But only if we move before the exit, not during it."
Signature Finding: "Your business is your biggest asset. Under its current structure, it's also your biggest vulnerability."
Client Profile
Business growing fast; owner is simultaneously revenue driver and COO. Multiple entities forming organically without architectural intent. Income high but reinvested; personal wealth building is slow. Dealing with key employee retention, partner dynamics, operational complexity. Emotionally: proud, stretched thin, slightly overwhelmed.
Diagnostic Red Flags
No management or holding company
Profits not extracted systematically
No key employee incentive plans
Operating entities not separated
No partner agreement current
Less than 6 months personal liquidity
4-Pillar Standard Findings
Investment Allocation
All capital back into business; zero personal investment portfolio. Recommendation: Establish systematic profit extraction cadence; personal account with monthly auto-invest.
Tax Strategy
Likely overpaying self-employment tax; no income shifting strategy. Recommendation: Management company structure; payroll optimization; S-corp election analysis.
Asset Protection
Operating company exposed; personal assets reachable. No blocker entities; entities cross-liable. Recommendation: Operating/holding company separation; LLCs with proper charging order protection.
Estate & Legacy
Business interests not in trust; no gifting of growth assets. No continuity plan if owner is incapacitated. Recommendation: Business interest in irrevocable trust or LP; continuity plan drafted.
Default 90-Day Priority Plan
Management Company / Holding Company Structure Proposal (Gregg + CPA + Attorney)
Profit Extraction Model — monthly/quarterly distribution cadence (Gregg + Ryan)
Key Employee Retention Structure — phantom equity or profit interest design (Gregg)
Operating Agreement / Partnership Review (Gregg + Attorney)
Liquidity Buffer Build — 6–12 months personal reserves (Ryan)
"You've built something real. The problem is that everything you've built lives inside the business — and you live outside it, personally exposed."
Signature Finding: "You're rich on paper and cash-poor in real life. We're going to fix that without slowing the business down."
Lincoln Park Private Wealth · Wealth Rewired™ Execution Strategy · CONFIDENTIAL · v1.0
Client Profile
Wealth already built (business sold, inheritance, career accumulated). Multiple accounts across multiple custodians; no consolidated view. Estate plan done but not reviewed in 5–10 years. Adult children approaching inheritance. Charitable intent present but not structured for tax efficiency. Emotionally: wants to feel organized, protected, and legacy-focused.
Diagnostic Red Flags
No Investment Policy Statement
RMD/Roth conversion window missed
Charitable giving via cash — DAF unrealized
Asset location inefficient
No family governance cadence
Estate plan unfunded / assets not in trust
4-Pillar Standard Findings
Investment Allocation
Multiple advisors, overlapping positions, fee drag unquantified. No documented IPS. Recommendation: Consolidated portfolio map; IPS drafted; advisor coordination/consolidation analysis.
Tax Strategy
Roth conversion opportunity unexecuted. Cash charitable giving vs. appreciated securities. Recommendation: Annual Roth conversion plan; DAF established; tax-loss harvesting protocol.
Asset Protection
Personal assets unprotected; umbrella coverage insufficient. Recommendation: Personal umbrella review; domestic asset protection trust analysis.
Estate & Legacy
A-B trust unfunded; assets titled incorrectly; ILIT outdated. Recommendation: Trust funding audit; estate plan refresh; family wealth meeting facilitation.
Default 90-Day Priority Plan
Consolidated Net Worth Map — all accounts, all custodians, one view (Gregg + Brandon)
Roth Conversion Analysis — current-year recommendation with CPA (Ryan + CPA)
Estate Plan Review — attorney coordination; funding gap identification (Gregg + Attorney)
Charitable Giving Vehicle — DAF establishment if appropriate (Gregg + Ryan)
Family Wealth Meeting — agenda design + facilitation plan (Dana + Gregg)
"You've spent a lifetime building this. The risk now isn't losing it in the market — it's the slow leak: taxes paid unnecessarily every year, assets in the wrong places, an estate plan that no longer reflects your wishes."
Signature Finding: "Your estate plan is protecting the version of your family that existed [X] years ago. Let's update it for the one you have now."
Client Profile
Corporate executive, tech professional, or high-earning medical/legal. Significant equity comp: RSUs, NQSOs, ISOs, ESPP. Income in top federal bracket; bonus-driven volatility. May have one advisor doing basic allocation; no tax coordination. Worried about concentration risk but paralyzed on how to unwind. Emotionally: technically sophisticated, data-oriented, wants a clear plan.
Diagnostic Red Flags
Equity comp not coordinated with tax calendar
Single-stock concentration above 30%
ESPP sells not coordinated with tax plan
Deferred comp elections not optimized
AMT exposure from ISO exercise not modeled
529 funding unstructured
4-Pillar Standard Findings
Investment Allocation
40–70% in single stock/employer equity. No diversification plan. Recommendation: Equity comp diversification schedule; exchange fund or collar analysis; DAF gifting of appreciated shares.
Tax Strategy
ISO exercise: AMT exposure unmodeled. RSU vesting withheld at 22% supplemental but top bracket is 37%. Recommendation: Annual equity comp tax calendar with CPA; coordinate every grant event.
Asset Protection
High income = high lawsuit target. No professional liability review; personal umbrella insufficient. Recommendation: Umbrella + professional liability review; asset protection layering.
Estate & Legacy
Beneficiary designations on equity comp often blank or outdated. No plan for unvested grants on death/disability. Recommendation: Beneficiary audit; NQSO/RSU provision review.
Default 90-Day Priority Plan
Equity Comp Audit — all grants, vesting dates, strike prices, cost basis (Brandon + Gregg)
Tax Calendar — ISO/RSU/ESPP sell coordination with CPA for current year (Gregg + CPA)
Concentrated Position Plan — exchange fund, collar, or DAF gifting analysis (Ryan)
Deferred Comp Optimization — timing elections for next plan year (Gregg + Ryan)
Umbrella + Professional Liability Review (Gregg)
"You've done everything right to earn this wealth. The risk now is letting it sit undiversified, under-planned, and over-taxed. Your equity comp alone contains [X] decision points this year."
Signature Finding: "You have a concentrated position that any institutional investor would consider high-risk. Your compensation created it — architecture will solve it."
Lincoln Park Private Wealth · Wealth Rewired™ Execution Strategy · CONFIDENTIAL · v1.0
Client Profile
Primary wealth in real estate: residential portfolio, commercial, or syndications. Cash flow positive but deeply illiquid. Often over-leveraged relative to personal net worth. Depreciation is their primary tax tool — but not being maximized. No exit or succession plan for the portfolio. Emotionally: proud of what they've built, resistant to change, loves the cash flow.
Diagnostic Red Flags
No cost segregation studies
1031 history undocumented / not strategic
Passive losses trapped (not qualifying as REP)
Individual LLCs not properly firewalled
No portfolio-level stress test
Insurance coverage outdated
4-Pillar Standard Findings
Investment Allocation
Entire NW in single asset class; no diversification; zero liquid reserves. Recommendation: Begin systematic liquidity build; analyze 1–2 properties for partial repositioning.
Tax Strategy
Depreciation not accelerated; bonus depreciation not captured. REP status not documented. Recommendation: Cost segregation on top 1–2 properties; REP status qualification analysis.
Asset Protection
LLC structure cross-liable; umbrella insufficient for portfolio value. Recommendation: LLC chain with series LLC or holdco; separate banking for each entity.
Estate & Legacy
Properties not in trust; probate exposure. Step-up in basis planning not in place. Recommendation: Trust titling for portfolio; basis analysis; estate plan update.
Default 90-Day Priority Plan
Full Portfolio Audit — entity map, debt schedule, insurance, cash flow summary (Brandon + Gregg)
Cost Segregation Study — recommend on 1–2 qualifying properties (Gregg + CPA)
Passive Activity Loss Review — REP status analysis (Gregg + CPA)
Portfolio Stress Test — rate sensitivity, vacancy scenarios, debt coverage (Ryan + Gregg)
LLC Restructure Proposal — entity firewall and asset protection architecture (Gregg + Attorney)
"Your portfolio generates cash flow that most investors would envy. What it doesn't generate is flexibility — and that's the next problem to solve."
Signature Finding: "You built a real estate empire without an architect. We're here to draw the blueprints retroactively — before the market does it for you."
Client Profile
Multiple businesses, LLCs, trusts, and investment vehicles — built organically. No one has ever seen the full picture; advisors operate in silos. CPA overwhelmed; attorney hasn't reviewed structure in years. Inter-company transactions undocumented. Exit or generational transfer feels structurally impossible. Emotionally: smart, has a sense something is wrong, frustrated that no one has fixed it.
Diagnostic Red Flags
No master entity map
Inter-company loans undocumented
Operating mixed with holding/investment entities
Trust documents incompletely funded
5+ entity tax returns, no unified strategy
Multiple advisors, no coordination
4-Pillar Standard Findings
Investment Allocation
Wealth distributed across entities; no consolidated view. Recommendation: Full entity consolidation; unified net worth dashboard.
Tax Strategy
Entities not optimized for income flow; tax dollars leaking between structures. Recommendation: Coordinated entity tax review; identify and close leakage.
Asset Protection
Operating entities exposed; no clear firewall. Holding and operating assets commingled. Recommendation: Holdco structure; operating entity firewalling; personal asset protection stack.
Estate & Legacy
Most business interests outside of estate plan. Gifting opportunity being missed. Recommendation: Trust funding audit; business interest gifting analysis; succession roadmap.
Default 90-Day Priority Plan
Master Entity Architecture Map — full visual org chart, all entities, ownership percentages (Brandon + Gregg)
Inter-Company Loan Audit — document, validate, correct (Gregg + CPA)
Coordinated Advisor Meeting — CPA + Attorney + CCH together; entity rationalization plan (Dana chairs)
Trust Funding Audit — identify what should be in trust that isn't (Gregg + Attorney)
Unified Financial Dashboard — one view across all entities (Brandon)
"You've built something genuinely complex. The problem isn't the complexity — it's that no one has ever mapped it, coordinated it, or optimized it as a whole system."
Signature Finding: "Your entities are a collection of good decisions made without a master plan. We're here to be the architect who connects them."
Lincoln Park Private Wealth · Wealth Rewired™ Execution Strategy · CONFIDENTIAL · v1.0
Dana Owns
Every new client sale
Wealth Diagnostic Call (45 min)
Blueprint Delivery (60 min)
Annual Board of Advisors Meeting (chairs)
Complex escalations requiring senior judgment
Training the team on standards and philosophy
Dana Does NOT Own
Implementation coordination
Routine client check-ins
Document collection and processing
Advisor follow-up calls
KPIs
Sales conversion rate
Blueprint quality (client satisfaction)
Escalation response time
Gregg Owns
All post-Blueprint implementation
90-Day Priority Plan execution and tracking
Advisor coordination (CPA, attorney, investment advisor, insurance)
Implementation calls (bi-weekly during 90-day sprint)
Gregg's Handoff Call (day after Blueprint Delivery)
Escalation triage — determines what goes to Dana vs. what he handles
Gregg Does NOT Own
Client sales or Diagnostic delivery
Blueprint design (that is Dana's)
Investment strategy (that is Ryan's)
KPIs
% 90-Day actions completed on time
Client satisfaction at 90-day review
Advisor coordination touchpoints per client per quarter
Ryan Owns
All investment strategy and positioning
Ryan's Intro Call (Week 4 post-Blueprint)
Ongoing investment reviews and rebalancing
Post-90-day client relationship management
Quarterly check-in calls after Gregg's sprint ends
Identifying upsell / renewal signals
Ryan Does NOT Own
Blueprint design or delivery
Advisor coordination logistics
Implementation sprint tracking
KPIs
Portfolio performance vs. IPS benchmarks
Renewal retention rate
Client engagement score at annual review
Brandon Owns
Onboarding sequence execution (welcome packet, questionnaire, scheduling)
Document collection (entity docs, tax returns, statements)
Blueprint prep support (assembling data for Gregg/Dana)
Scheduling all client touchpoints across the team
Financial Operating System™ dashboard setup and maintenance
Administrative client communication
Notes
First call for any logistics, scheduling, or operational question
If something needs to happen and it's unclear who owns it — start with Brandon
KPIs
Time-to-Blueprint (days from enrollment to delivery)
Document collection completion rate before Diagnostic Call
Zero missed scheduling
Don Owns
Pipeline tracking and revenue reporting
Process documentation and SOP maintenance
Team accountability (are KPIs being hit?)
Bottleneck identification and escalation to Dana
CRM management
Notes
Owns the assembly line — every step from diagnostic request to delivered report is a process Don maps and optimizes
KPIs
Pipeline velocity (days from lead to enrollment)
Revenue per client vs. target
Process adherence across team
Lincoln Park Private Wealth · Wealth Rewired™ Execution Strategy · CONFIDENTIAL · v1.0
Target: 18–21 days from enrollment to Blueprint Delivery. Dana's total time in the first 90 days: approximately 2.5 hours (Diagnostic + Blueprint + Board prep). Everything else is Gregg, Ryan, and Brandon.
| Day / Phase | Action | Owner | What Happens |
|---|
| Day 0 | Enrollment | Dana Don | Contract signed, payment processed, client entered in CRM |
| Day 1 | Welcome Packet | Brandon | "Your Financial Operating System is being activated" email + welcome PDF sent to client |
| Day 1 | Internal Kickoff | Brandon → Gregg | Archetype assigned; 90-Day template loaded; CRM record created |
| Day 2 | Discovery Questionnaire | Brandon | Pre-work questionnaire sent to client (entity docs, tax returns, account statements) |
| Days 3–5 | Document Collection | Brandon | Follow up on questionnaire; collect outstanding documents |
| Days 5–7 | Diagnostic Prep | Gregg Brandon | Assemble client data; run diagnostic indexes; identify archetype findings |
| Week 1 | Wealth Diagnostic Call | Dana · 45 min | Insight delivery; relationship anchored; Blueprint scope confirmed |
| Day After Diagnostic | Blueprint Kickoff | Gregg Brandon | Archetype template activated; customization begins |
| Weeks 2–3 | Blueprint Preparation | Gregg Brandon | 4-pillar analysis finalized; 90-Day Priority Plan drafted; deck assembled |
| Week 3 | Blueprint Delivery | Dana · 60 min | Architecture presented; emotional payoff; Warm Handoff executed |
| Day After Blueprint | Gregg Intro Call | Gregg · 30 min | 90-Day Priority Plan walkthrough; calendar built; advisor introductions begin |
| Week 4 | Advisor Activation | Gregg | First advisor coordination call (CPA or attorney, based on archetype priority) |
| Week 4 | Ryan Intro Call | Ryan · 30 min | Investment strategy alignment; IPS discussion begins |
| Week 6 | Check-In | Gregg · 20 min | 90-Day progress update; any blockers addressed |
| Week 10 | Check-In | Gregg · 20 min | Final push on 90-Day priorities; renewal positioning begins |
| Day 90 | 90-Day Review | Gregg Ryan · 45 min | Results vs. plan; transition to ongoing service model |
| Quarter 2+ | Quarterly Calls | Ryan | Ongoing relationship; investment updates; identifies Dana escalation needs |
| Annual | Board of Advisors Meeting | Dana chairs · 90 min | Full year review; all advisors present; strategy refresh; renewal assumed |
Lincoln Park Private Wealth · Wealth Rewired™ Execution Strategy · CONFIDENTIAL · v1.0
The goal of the Diagnostic Call is not to impress them. It's to show them what they can't see.
Pre-Call Preparation
Brandon sends the pre-work questionnaire. Client arrives having completed it. Gregg preps the diagnostic indexes using client data. Dana reviews the 3–4 most important findings — not all of them. Dana comes prepared. She does not ask questions she already knows the answers to.
0–5
Minutes 0–5: Anchoring
Open strong — establish the frame immediately
DANA — OPENING ANCHOR~30 seconds
"Before I share what we found, I want to ask you one question: if you knew there was a structural problem in your financial architecture — something that was costing you money every year and creating risk you didn't know you had — how urgently would you want to address it?"
(They always say urgently.)
"Good. Because that's exactly what I found."
5–25
Minutes 5–25: The Three Findings
Present exactly 3 findings — not more
Use the diagnostic indexes. Name the dollar amount where possible. Structure each finding as:
1. What we found → 2. Why it matters (the cost or risk) → 3. What the fix looks like (vague — that's for the Blueprint)
Never reveal the full solution during the Diagnostic. The solutions are the Blueprint deliverable. The Diagnostic shows the gap. The Blueprint closes it.
25–35
Minutes 25–35: The Prescription
Name the archetype. Set the path.
DANA — PRESCRIPTION
"Based on what I've seen, here's what I'd recommend. You're a [Archetype Name]. That means the path forward has some specific priorities that are different from a generic financial plan. The Blueprint will map all of this out — it's the full architecture. Let me explain what that process looks like."
Walk through the 5-step onboarding sequence briefly — they should understand what they are buying into.
35–45
Minutes 35–45: The Close
Ask if they want to move forward — not if they're "interested"
DANA — CLOSE
"We can start this now. We have capacity for [X] new clients this quarter. The first step is enrolling today — Brandon will handle everything from here, and your Diagnostic Call is done. The Blueprint will be in your hands in three weeks. Do you want to move forward?"
Key principle: Never ask if they are "interested." Ask if they want to move forward. Those are different questions. One invites hedging. The other asks for a decision.
Lincoln Park Private Wealth · Wealth Rewired™ Execution Strategy · CONFIDENTIAL · v1.0
Context: The warm handoff happens at the END of the Blueprint Delivery Call — after Dana has walked through all findings and priorities. She does NOT end the call without formally introducing Gregg and Ryan. This is non-negotiable.
DANA — THE SETUP~30 seconds
"Before we close today, I want to do something I do with every client at this moment — because it's one of the most important parts of what we do together."
DANA — THE INTRODUCTION~60 seconds
"The blueprint is done. Now I want to introduce the two people who are going to make it real. Gregg is your 90-Day Implementation Architect. He's the person who takes everything we designed today and makes sure it actually gets executed — advisor by advisor, action by action. He's going to call you tomorrow to walk through the 90-Day Priority Plan in detail and get the calendar built.
Ryan owns your investment strategy. Once Gregg gets the structural priorities moving, Ryan steps in to align your investment positioning with the architecture we've built. You'll meet him in week four."
DANA — THE FRAME~45 seconds
"I want to be clear about something: you didn't just hire me. You hired a firm. What you got today — my thinking, my diagnostic, this blueprint — that's the architecture. Gregg and Ryan are the team that builds it. And I'll be at your Board of Advisors meeting every year, and any time something genuinely complex comes up, I'm a call away."
DANA — THE CLOSE~30 seconds
"This is the part where most firms hand you off and you never hear from them again. That's not what this is. What you're going to feel over the next 90 days is momentum — real, documented progress on the things we identified today. Any questions before I connect you with Gregg?"
Gregg's Follow-Up Call (Day After Blueprint — 30 minutes)
GREGG — OPENING
"Dana walked you through the architecture yesterday — now I want to walk you through the construction schedule. We have [X] priorities for the next 90 days. I want to go through each one, tell you what's happening, who's doing it, and what I need from you. The goal is that by the time we hit day 90, [Priority 1], [Priority 2], and [Priority 3] are done — not just started."
Key rules for the handoff: (1) Dana never ends the Blueprint call without executing the handoff verbatim. (2) Gregg calls the day after — not the same day, not two days later. (3) The handoff is warm, not procedural — it should feel like an introduction between colleagues who already know the client's situation.
Lincoln Park Private Wealth · Wealth Rewired™ Execution Strategy · CONFIDENTIAL · v1.0
The Tier Framework
| Tier | Annual Fee | Monthly | Dana Touchpoints | Best For |
|---|
| Family CFO Core™ | $24,000 | $2,000 | Blueprint + Annual Board (2/yr) | Most clients; the standard |
| Family CFO Elite™ | $42,000 | $3,500 | + 2 Quarterly Strategy Calls with Dana (4/yr) | Pre-exit, scaling business, major transition |
| Family CFO VIP™ | $75,000+ | $6,250+ | + Direct Voxer/text + priority escalation (on-demand) | Ultra-high-complexity; 10–15 clients max |
Sales Scripts
DEFAULT CLOSE — FAMILY CFO CORE™Start here
"The Family CFO Core™ is where most of our clients start. It gives you the full architecture, the full team, and my involvement at the two moments that matter most — the Blueprint and your Annual Board meeting. That's [annual fee] a year. The question is never whether this pays for itself — it always does. The question is whether now is the right time to move. Is it?"
UPGRADE TRIGGER — FAMILY CFO ELITE™Use when: active transition, pre-exit, or client states desire for more Dana access
"Given what you've told me about [the exit / the deal / the transition], I'd actually recommend Elite. The difference is two quarterly strategy calls with me directly. Given the complexity of your situation right now, having my eyes on it every quarter versus once a year is the difference between catching something and missing it. It's [delta amount] more per year. Worth it?"
VIP POSITIONINGNever pitched — only offered by invitation
"We keep a small number of VIP clients — ten, sometimes fifteen — where I'm accessible directly. It's not for everyone; it's for people whose financial lives are genuinely complex enough that waiting for the quarterly call is too slow. If that's where you are, we should talk about it."
Objection Handling
OBJECTION: "I want direct access to you."
"That's exactly what the Elite tier is for. Two additional quarterly calls with me, directly. It's designed for clients who are in an active phase — and it sounds like that's you."
OBJECTION: "Why am I paying $24,000 if I'm mostly working with Gregg and Ryan?"
"Because Gregg and Ryan are delivering my architecture, at my standard, with my oversight. You're not paying for my hours — you're paying for my system. And I'm the one accountable if it doesn't deliver. That's different from hiring a junior advisor to manage your account."
OBJECTION: "Can I start with a lower tier and upgrade?"
"Yes. Start with Core, and if the complexity or the pace of your situation warrants it, we move you up. Most clients stay in Core for exactly that reason — the system handles it."
Lincoln Park Private Wealth · Wealth Rewired™ Execution Strategy · CONFIDENTIAL · v1.0
"The control room for your financial life." — Brandon activates within 48 hours of enrollment and delivers at Gregg's Intro Call with a 5-minute walkthrough.
Dashboard Components
| Component | What It Contains | Update Cadence |
|---|
| Net Worth Snapshot | All accounts, all custodians — one consolidated view | Monthly |
| 90-Day Priority Plan Tracker | Actions, assigned owners, status (open/in progress/complete), deadlines | Real-time |
| Advisor Directory | CPA, attorney, investment advisor, insurance agent — contact info + last touch date | As needed |
| Document Vault | Entity docs, estate docs, insurance policies, tax returns, all key documents | As received |
| Diagnostic Indexes | 6 proprietary scores: Freedom Index™, Tax Drag Ratio™, Capital Velocity Score™, Time Compression Index™, Concentration Risk Indicator™, Exit Readiness Score™ | Annually (at Board meeting) |
| Upcoming Touchpoints | Next call, next deliverable, next Board meeting, all scheduled interactions | Rolling |
Setup Protocol
1
Activation (Brandon — within 48 hours of enrollment)
Build out all six components using client data from the Discovery Questionnaire and collected documents. Confirm all advisor contacts are captured. Load the 90-Day Priority Plan draft from Gregg.
2
Delivery (Gregg's Intro Call — Day After Blueprint)
Gregg shares the dashboard during the Intro Call. Brandon walks the client through each section — 5 minutes total. Goal: client ends the call feeling like "I can see everything." This is the moment the system becomes real to them.
3
Ongoing Maintenance (Brandon — quarterly + event-driven)
Update net worth snapshot monthly. Update 90-day tracker as actions are completed. Refresh diagnostic indexes at the Annual Board meeting. Add documents to vault as they are received or updated.
Lincoln Park Private Wealth · Wealth Rewired™ Execution Strategy · CONFIDENTIAL · v1.0
Participants: Dana (chair), Gregg, Ryan, Client, CPA, Attorney, and any other active advisors. Duration: 90 minutes. Location: Video or in-person (in-person preferred for VIP tier).
Agenda Template
| Time | Segment | Owner |
|---|
| 0–10 min | Year in Review — what changed (income, net worth, entities, family) | Dana |
| 10–25 min | 4-Pillar Update — what moved, what didn't, what was completed | Gregg |
| 25–40 min | Investment Review — portfolio performance vs. IPS, strategy update | Ryan |
| 40–55 min | Tax Strategy Update — prior year results + current year priorities | CPA |
| 55–65 min | Estate & Legal Update — any changes needed | Attorney |
| 65–80 min | Next 90-Day Priority Plan — what we're doing this year | Dana + Gregg |
| 80–90 min | Open Q&A + Renewal Confirmation | Dana |
The Renewal Moment (Minute 85)
DANA — RENEWAL CLOSE
"Before we close — I want to take 2 minutes to talk about next year. Our program renews at [date]. Given what we accomplished and what's on the plan for next year, I don't see any reason to pause. I'll have Brandon send the renewal doc this week. Any questions before then?"
Never ask "do you want to renew." Assume the renewal. Ask only if there are questions. The framing is: we are continuing — is there anything to discuss first?
Board meeting prep (Gregg + Brandon, 1 week prior): (1) Confirm all advisor attendance. (2) Send pre-meeting summary to all participants (year-in-review data, 4-pillar status, 90-day completion rate). (3) Load fresh diagnostic indexes into the Financial OS Dashboard. (4) Prepare renewal document for Brandon to send day after meeting.