A Fresh New Approach

Consolidated Planning Group is focused on providing our advisors innovative, fresh, successful tools to connect with our marketplace and aide in getting you in front of the right people to share your story.

We understand our advisors are professionals whose strengths are to listen and serve and that "cold call/hard sell" is no longer a match to today's market realities.

We train our advisors in a client acquisition process (from Stonehill's Match2Market toolkits) that represents a transformation of industry practices.

This leading edge approach leverages the new market that is insular (harder to access), very diverse and informed. You work with clearly defined lucrative market opportunities to create thorough, powerful, focused, tactical plans (targeted approaches) that quickly connect you to potential clients.