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Gain & Retain the Unengaged

Add Marketing Qualified Leads
with a Call-To-Action button / link

This Registration Link is more than a button, it’s 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, giving them instant access to a powerful interactive and educational tool, while keeping your brand front and center. When someone registers, you’re automatically notified. Simply monitor the plan numbers at your convenience to act on an opportunity when it arises or wait for the prospect to ask for help. Either way, deliver advice from your advisor login or customize the experience.

It’s an effortless way to attract and connect before the delivery of your expert advice.

Enhance Your Prospecting Game with a Powerful Call-To-Action

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Expand the markets you serve with Corporate Financial Wellness

How HR Benefits Unlock a Blue Ocean Market for Financial Advisors

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Advisors can use PlanTechHub to go beyond individual clients and serve entire organizations.

If you already advise companies on their 401(k) or 403(b) plans, you can now offer every employee a Free Self-Guided Financial Literacy experience, branded and customized to that company.

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.

Reduce your Legacy Loss Rate by retaining your clients children

Over $80 trillion is shifting to the next generation, yet advisors lose 70%–90% of clients during each 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

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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

Time Portion of Acquisition Costs

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.

Banking Future Clients: How Financial Planning Software and Financial Literacy Secure Prospects

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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.

Let Them Play: Reimagining Financial Planning With Scenario Engagement

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Percent of consumers that express a desire to be actively involved in the Financial Planning process

- Emoney Advisor Blog

Percent of Clients that prefer to engage in the planning process alone with digital tools.

- 2023 EY Global Wealth Research Report

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.

How the Prospect Plan Adds Depth and Profitability to Professional Financial Advice

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Financial Literacy Stories

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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.