Are cases getting you down?
If your positioning involves a product or strategy, you will always be compared to the next advisor. Become invaluable to your clients with a complete plan.
Delight Your Customers
SIPS Retirement Planning System is an integrated suite of tools that will help effectively sell your case, improve client retention & increase referrals. Try SIPS free today.
Here’s what you’re getting
A robust software with modules that automate case generation for:
It’s easy as 1, 2, 3
1. Sign Up
Download and try SIPS free for
30 days, no strings attached.
2. Get a Walkthrough
Contact SIPS and learn how to utilize our robust case building software
3. Close Cases
Use SIPS to compare case status and progress for years to come
Built By Advisors, For Advisors.
Since 2009, James Gallagher has revised a system used to “change the conversation.” His multi-million dollar practice has been built based on the game changing software of SIPS.
