For Advisors
Deliver Owning Differently™ to your clients.
Owning Differently is more than a book. It's the platform financial professionals license to diagnose, design and deliver coordinated wealth plans for their business-owner clients, built on The PAID Architecture.
47
Diagnostic points across every wealth-building lever
25min
From first question to scored report
200+
Products & tax strategies matched instantly
4
Wealth domains: Protect, Align, Integrate, Distribute
A diagnostic that opens doors.
The Business Wealth Diagnostic replaces the cold pitch with a diagnosis, a structured reason to go deeper with every business-owner client. And diagnostics get meetings.
A 47-point diagnostic
Quantify the Wealth Gap hidden in any privately held business in a single 25-minute session, scored instantly into a composite PAID Score from 0 to 100.
Advisor-ready reports
Every Business Wealth Diagnostic generates a client-facing report and an advisor strategy brief, each gap mapped to a specific product or one of 200+ tax strategies.
Pipeline intelligence
Track every diagnostic across your book: the largest unaddressed gaps, time-sensitive opportunities, and businesses approaching liquidity events.
How It Works
The workflow.
Five steps, each building on the last, each one giving you more leverage than the one before.
Discovery Call
A 30-minute conversation, no pitch, no deck.
The first call is diagnostic, not promotional. You listen for the gap between what the owner has built and what they could have.
Business Wealth Diagnostic
The 47-point diagnostic, results delivered instantly.
The owner answers 47 questions across Protect, Align, Integrate, and Distribute. The Owning Differently™ Platform scores each domain and generates a composite PAID Score from 0 to 100.
Business Wealth Questionnaire
A client-facing report and an advisor strategy brief.
The Owning Differently™ Platform generates two documents from the Business Wealth Diagnostic: a client-facing report that explains the gaps in plain language, and an advisor brief that maps each gap to a specific strategy.
Strategy Session
Walk in with a diagnosis, not a pitch.
The follow-up meeting is different from any you've had before. You're not presenting a product. You're presenting a diagnosis.
Pipeline Tracking
Your book of business becomes a ranked opportunity list.
Every diagnostic is tracked, so you can see which clients have the largest unaddressed gaps and which businesses are approaching liquidity events.
Who It's For
Built for advisors who serve business owners.
Bring Owning Differently™ to your practice.
License the Owning Differently™ Platform, run the diagnostic, and deliver coordinated wealth plans your business-owner clients can see and follow.