Instinct Verification: The difference between doing and knowing
Entrepreneurs are asked to sign off on big decisions after a thirty-minute sketch on the conference room white board. In contrast, we developed a process called Instinct Verification. We create a deeper snapshot of the current situation numerically, operationally and relationally. Perhaps for the first time, the entrepreneur sees their documented goals in all three realms in comparison to their current path. They get a clear picture of the consequences of inaction. And, they see how to mitigate risks that threaten their stated objectives.
Next we stress test the plan. White boards are great for strategic thinking but they don’t illustrate the inherent interconnected nature of planning. We utilize our proprietary IV™ technology to show real-time numerical integration of literally every asset. While most plans are built on good things happening, entrepreneurs crave a clear picture of worst-case scenarios. With our proprietary IV™ technology they can address any and every what-if scenario and immediately see the domino effect in other areas.
The information is current and integrated. And the second it changes, we can show you the ripple effect in real time.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. WealthPoint, LLC is independently owned and operated.