Digital Age is Driving the Financial Industry, but is There Still Room for Personalized Service?
Today's financial advisor industry is going through digital disruption. But between the rising popularity of low-cost robo-advisors and the traditional, offline model, a sweet spot is emerging: a hybrid system where an interactive, digital platform is combined with the services of a professional.
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Live MoneyGuidePro® Training... next stop, Atlanta, Georgia!
Our trainers are on the road and will be making five more stops this summer. Don't miss out on this awesome event. You'll get hands-on training using real life scenarios and case studies. Leave with the confidence to efficiently navigate through MoneyGuidePro® to create quality financial plans for your clients. View the schedule to register for Atlanta or select another city.
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Effective June 9, 2017
The long anticipated DOL Fiduciary rule is scheduled to go into effect June 9, 2017. To recap, the rule essentially states, advisors must understand clients' full financial circumstances, needs, risks, goals, etc. According to Labor Secretary Alexander Acosta, this date is unlikely to change, though as additional information and public comment are attained, an extension to the transition period end date may occur. Click here to read the complete FAQs from the Department of Labor. The Wagner Law Group eloquently sums up what you need to know prior to June 9th in their May 23rd ERISA law alert newsletter.
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Redtail + MoneyGuidePro®
Create Better Plans in Less Time
Join us for a 45-minute webinar to learn how the seamless integration between Redtail CRM and MoneyGuidePro® will yield better plans in less time.
When: Thursday, June 8, 2017
Time: 4:00 PM - 5:00 PM EDT
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Build Your Business: Maximizing Time
The MoneyGuidePro® Client Portal is a tool that can be used at any stage of the planning process with your clients and is great for initiating prospect relationships.
3 Ways Client Portal Increases Efficiency & Strengthens Client Relationships
- Streamlines client data gathering. Save time, instead of interviewing prospects or deciphering handwritten questionnaires; provide prospects with access to your MoneyGuidePro® Client Portal.
- Allows the client to be part of the process. Client Portal gives prospects the ability to review and answer questions in the privacy and comfort of their own home at their convenience.
- Access to Discover Sharing Templates. Select from custom questionnaires that fit the conversation you'd like to have with your client.
As a MoneyGuidePro ® subscriber, you have access to the Support Center which includes a Client Portal video in the Training Video Library section. You can also view the Conversations and Discovery Sharing Templates User Guide.
Take advantage of the Client Portal benefits for your practice today.
Not yet a MoneyGuidePro® subscriber? Request a free demo.
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PIEtech Inc. Named # 1
PIEtech won first place in the best place to work in Richmond, VA midsize category (125-399 employees) at the May 4th Sterling Workplace Awards.
Bob Curtis, PIEtech Inc., founder and CEO had this to say to employees, "...The fact is, while management can create a great work environment, it is all of you who actually make PIE a great place to work every day..."
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© 2017 PIEtech, Inc. All rights reserved.
1588 Oakbridge Terrace, Powhatan, VA 23139
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