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How It Works
A Call-To-Action
Attract Prospects with Free
Self-Guided Financial Literacy
- Legacy Clients: The Children of your Clients.
- Sales Qualified Prospects: Close more Business
- Marketing Qualified Prospects: From your site
- Fill Planning Gaps: Some Clients might like it.
Clients get immediate access to:
Profile
This the clients current plan, or what they're currently doing for themselves. They input their Assets, Debts, Income, Expenses, and most importantly, their goals.
Workshop
Add Actions to the current plan to build 1 or more Scenarios. Users can customize visuals and metrics to to customize the page to match a particular scenario purpose.
Advisors will get:
Lead Gen Intel
We provide all the Business Intelligence you could need to analyze actions and opportunities.
Lead Connection
You decide what written here and it can be changed for any cleints. More Importantly, your contact information is linked.
Then,
Build & Deliver Advice
Scenarios
Build 1 more Scenarios for the Clients to engage, test & Play.
Suggested Actions
Designate recommendations as advice so as to single it out and record it.
Comparison
Compare all scenarios created by you and the client in one view.
Manage Opportunities to Help
Manage the Self-Guided Financial Literacy Accounts that sign-up
Manage Personal Private Plans for Employees of your Firm
Manage 401(k) Advice for other Companies and their employees
Cover your existing planning gaps with your clients.
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