SIPS Retirement Planning System by Stuart Software Solutions Employee Directory

Financial ServicesFlorida, United States2-10 Employees

“We’ll think about it” These four words are the bane of Independent Registered Investment Advisors. When prospects say “We’ll think about it,” they are really saying "I don’t trust you," "I'm not confident in your ability to help me," and "I'm not going to hire you." 

How do you go from “We’ll think about it” to “Where do we sign up?”

You need a simple system that helps you show your clients the “What ifs?”

Answering the “What ifs?” is the easiest way to put your clients at ease, show them that you know what you’re talking about, and get them to close.

SIPS Retirement Planning System has helped hundreds of RIAs, just like you, close more clients, more consistently.

Developed by James Gallagher, the Retirement Engineer, SIPS is a cloud-based platform that gives you access to the Structured Income Planning System (SIPS Software) and the SIPS Case Closed Playbook. 

SIPS Software enables advisors to easily create financial planning scenarios. Our simple ‘one-page plan’ allows you to demonstrate any number of financial planning scenarios, including the TOP 30 annuity income riders and any Tax scenario you or your clients can imagine. 

The SIPS Case Closed Playbook gives you access to more than 50 ( (and growing) step-by-step expert advisor closing examples, putting experience and expertise at your fingertips and more confidence in your closes. 

Stop selling and start advising your clients.

Sign-up for your FREE 30-Day Trial and 1-on-1 Quick Start Training session today.
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