The Greenbook for Doctors methodology was developed over more than three decades of providing financial planning services exclusively to doctors. Utilizing an understanding of the unique earning, spending and savings patterns across different specialties and age groups, Greenbook was able to design integrated financial plans customized to each client’s individual needs.

An integrated financial plan brings together the most important components of your client’s economic lifecycle and sets them in motion in unison. By following a balanced platform that involves business structure and tax status optimization, pension planning, risk management, portfolio design and estate planning, you may be able to help your clients effect a plan that could potentially assist them in meeting their needs and objectives.

This program provides financial advisors with the ability to market a differentiated and highly specialized financial services offering in their local area. This can be taken a step further with the application of the Greenbook seminar program, which includes all the tools and support needed to generate leads, gain market share and produce successful seminars, all with the aim of helping you grow your revenue.

Today, the Greenbook planning protocol continues to serve doctors, while First Allied’s wealth management team now makes a similar set of products, programs and services available to high-income professionals and business owners across a variety of industries and vertical markets.