Better judgment. Better conversations. Better KYC.
You, Me, and the KYC™
Sponsor seats. Strengthen judgment. Improve client conversations at scale.
You, Me, and the KYC™ supports advisors in the moments that determine client trust and decision quality. Sponsor seats to build shared language, better conversations, and more consistent execution across your teams.
25-minute call. We will discuss your needs and what programming supports those needs.
Why firms sponsor seats
Stronger client relationships
- Advisors ask better questions and avoid fewer hard conversations
- Clients disclose more and trust builds faster
Cleaner execution
- Less rework and fewer unresolved inconsistencies
- More consistent updates after change
Better supervision outcomes
- Clearer rationale is easier to support and review
- Fewer preventable escalations
Sponsorship options
What we will do in 25 minutes
- Clarify the capability gap you are trying to solve
- Identify your best delivery model (seats, cohort, licensing)
- Define success metrics (what should be different in 60–90 days)
- Confirm timeline, audience, and internal decision process
- Outline next steps (pilot, proposal, internal review)
This is for dealer leaders who are seeing any of these
- Inconsistencies and deficiencies that never fully get resolved
- Risk profiling confusion and inconsistencies
- Updates that do not hold up well under review
- Advisors who avoid hard questions or over-control meetings
- Documentation that feels like a second thought
This is not therapy and not a generic communication workshop. Advisors are not asked to disclose personal history. The focus is practical professional development: better judgment under pressure, stronger conversations, and a clearer connection between client reality and recommendations.
Clear boundary
FAQ's
How is sponsorship priced?
Pricing depends on seat count and delivery format. We will recommend the simplest option based on your goals and timelines.
Can this align to our internal policies and supervision model?
Yes. Private cohorts and licensing can incorporate your internal language, documentation expectations, and supervision workflow.
Is this appropriate for experienced advisors?
Yes. Experienced advisors often benefit most because the focus is real client complexity, not basic rules.
Do you offer pilots?
Yes. A small pilot cohort is often the fastest way to validate impact before scaling.
Is CE available?
Yes.
