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Gain & Retain the Unengaged
Add Marketing Qualified Leads
with a Call-To-Action button / link
Its not just a way faster and easier way to begin the planning process...
It's a Registration Link used as a powerful Call-To-Action that captures Marketing Qualified Leads wherever you connect with prospects. Embed it as a button on your website, a link in your emails, or a clickable button in your ads. You can even convert it into a QR code for printed materials or presentations.
Each link invites prospects to self-register for Free Self-Guided Financial Literacy. Registrants are given instant access to a powerful, interactive and educational tool, while keeping your brand up front. Of course, you'll be automatically notified and have all the plan numbers (Business Intelligence) at your convenience to act on an opportunity when it arises or just simply wait for the prospect to ask for help. Either way, deliver advice from your advisor login with a customized experience when the time comes.
Expand the markets you serve with Corporate Financial Wellness
Advisors can use PlanTechHub to go beyond individual clients and serve entire organizations.
If you already advise companies on their Retirement Plans, you can now offer every employee a Free Self-Guided Financial Literacy experience, branded and customized to that company...and you.
This turns a single business relationship into a broader engagement opportunity. You’re no longer limited to plan sponsors; you can now connect with every employee who’s learning, planning, and preparing for their financial future.
By offering more value to the companies you serve, you also open a new channel for prospecting, one that introduces you to future clients at scale or a planning contract with the company.
Reduce your Legacy Loss Rate by retaining your clients children
Over $80 trillion is shifting to the next generation, yet advisors lose, on average, 70%–90% of clients that go through this transition.
The key to breaking this pattern is early engagement. By connecting with your clients’ children now and offering yourself as a trusted source of financial guidance, you build loyalty before the transfer occurs.
When they face financial decisions, they’ll turn to you, not the internet. Investing in these relationships today protects your book of business and ensures your firm’s future.
How Advisors Can Take Action Today To Reduce Their Legacy Client Loss Rate
Tether your Brand to lost
Sales Qualified Leads
Not every meeting ends with a new client, but it doesn’t have to end the relationship. When you share Free Self-Guided Financial Literacy with a Sales Qualified Lead you didn’t close, you keep the door open.
As they explore their finances, test scenarios, and learn at their own pace, you stay top of mind. When life changes, a new job, marriage, inheritance, retirement, or when their journey reveals a need for guidance, you’re the first advisor they think of.
It’s a simple, no-pressure way to stay connected until the timing is right.
Average Close Rate by Advisors
Bank Future Sales Qualified Leads
Some prospects aren’t ready today, but they will be. These Someday Sales Qualified Leads may still be building assets, paying down debt, or getting established.
By giving them access to Free Self-Guided Financial Literacy, you tether your brand to their financial growth. They learn, plan, and make progress within your ecosystem, developing confidence and trust along the way.
When their circumstances change and they’re ready for advice, you’re already part of their story.
Fill your Current Planning Gaps to retain more clients
Even among your current clients, not everyone thrives with traditional planning software. Some want to explore, test, and play, to be more engaged and hands-on in shaping their future.
PlanTechHub fills this gap by offering a more interactive, empowering experience that complements your traditional approach.
Engagement isn’t about demographics, it’s about attitude. By giving clients who crave participation a place to explore, you strengthen relationships and uncover opportunities that standard plans often miss.
Percent of consumers that express a desire to be actively involved in the Financial Planning process
Percent of Clients that prefer to engage in the planning process alone with digital tools.
Engage in Community Outreach with Pro-Bono Planning
Not everyone can afford professional advice, but everyone deserves a plan.
Each plan opens the door to Free Self-Guided Financial Literacy, allowing users to learn, explore, and take action at their own pace.
With PlanTechHub, advisors can create and deliver real financial plans directly into Pro-Bono accounts, giving individuals and families access to guidance they might never otherwise receive.
of Advisors Would Prefer Firms That Support Pro-Bono.
of Aspiring Planners Are Drawn To Firms With Pro-Bono Commitments.
Use an Automated Prospect Plan for Data Gathering & Early Coaching
Most advisors end with a plan. The most valuable advisors begin with one. An Automated Prospect Plan gives prospects a place to start immediately; no meetings, no forms, no waiting. It gathers key data, inspires goals and dreams worth planning for, and offers early coaching that elevates the client’s financial literacy before you ever speak. The result is trust built sooner, richer conversations, and a prospect who already sees real value in your guidance. And because the entire experience is automated, you can scale your first impression without giving up your time. This isn’t a funnel, it’s a head start for both you and the people you hope to serve.
Financial Literacy Stories
These examples reflect the real-life financial situations that people face every day. The next generation of financial prospects wants more than generic solutions; they seek real control to build plans that accurately represent their lives and financial goals.
HOW MUCH NEW HOME CAN I AFFORD?
CAN WE RETIRE EARLY TO THE BEACH?
CAN WE BUY A 2ND HOME AND AIRBNB IT?
HOW DO I LIVE IN THE GIG ECONOMY?
COULD I AFFORD A PAY CUT TO BE HAPPIER?
CAN I AFFORD TO HELP WITH MY GRANDKIDS?
SHOULD I STAY HOME OR USE DAYCARE?
WHAT IS THE COST OF OUR DEBT ON US?
CAN I AFFORD TO GO BACK TO SCHOOL?
CAN WE OPEN OUR DREAM BUSINESS?
WHAT IF SOMETHING HAPPENS TO ME?
WHAT IF WE MOVE TO ANOTHER STATE?
For other FinTech Platforms & Financial Institutions
For Federal, State & other non-Profit Programs
What's Inside?
- What is a Scenario?
- The Risk of Inaction
- The Origin Story of Scenario Planning
- The Psychology of Scenarios
- The Seven Types of Scenarios
- User Interface Needs for Powerful Scenarios
- Engaging America with scenario Planning
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