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Reminder: Disabling TLS 1.0 for Internet ExplorerPlease be sure to remind your clients about updating their browser to the correct version of Internet Explorer following the TLS 1.0 protocol update that went into affect on January 31, 2016.
For further information on this change, please take this opportunity to confirm which browser(s) are compliant by clicking here.
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MoneyGuidePro Feature Spotlight: Using SMART Portal to Improve Client Engagement and RetentionWould you open an account at a bank that didn't have online banking available? Probably not, mainly because you couldn't find one. Investors do everything online. We know they also want to be able to access their retirement plan online, as evidenced by the emergence of robo-advisors.
Fortunately, MoneyGuidePro's SMART Portal allows you to give your clients online access to the plan you created. This is an effective way to meet clients' expectations of accessing their financials online. The Portal is a no-brainer value add to offer clients and prospects, and a smart tool to help engage and retain clients. You choose the sharing mode in order to control what information is shared. For more information, click here to register for our 45-minute webinar on Thursday, February 18 at 3:00 pm ET, presented by one of our very own Senior Support Team Members, Jessica Day. She will discuss our best practices for using SMART Portal and how to engage clients online. |
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How do you talk to clients facing a volatile market? When the market is volatile, clients start asking difficult questions. While the words may change, there is really only one thing they want to know:"Will we be able to fund our goals?" Technology allows clients constant access to their changing portfolio balances. Without communication from their advisor, their focus will be on the short-term vagaries of the market rather than their long-term goals. Join MoneyGuidePro president Kevin Knull, CFP® on Thursday, February 25 at 4:00 p.m. ET to learn how to effectively communicate with clients about market volatility. |
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Schedule a Private Training EventNot in the mood to travel? That's okay; our MGLive Team will travel to you. Contact the team today to schedule your firm's next exclusive, in-person private training session.
Our 2016 training schedule is still in the works and we're open to your suggestions. Send the Live Team a note to suggest a location or to be notified when we schedule our next in-person training event!  |
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