Changing Environment of Financial Planning | MX Data Aggregation | Tax Reform Strategies | 2018 FinTech Update
March 2018    
 
The Changing Environment of Financial Planning
An advisor's value is not in running software; it's defining the results produced by the software and providing advice and recommendations. Using software to automate portions of your practice gives you the ability to focus more of your time cultivating relationships and positioning the right solutions for your clients.

Kevin Hughes, EVP of Sales, sat down with Asset TV to talk about the changing landscape of the financial planning industry and what PIEtech®, creator of MoneyGuidePro®, is doing to address these changes.
 
   
 
 
 

New Integration! Create a Client's Full Financial Picture

 

Did you know that data aggregation tools help you and your clients better understand their current and future financial picture? With MoneyGuidePro® and MX®, you can uncover held-away assets and deepen client relationships with informative budgeting, debt and cash flow tools and so much more. Outsmart the competition and become your clients’ ‘one-stop-shop’ for all their financial needs.

 
 
 

Tax Reform Strategies for Today's Financial Advisor

 

Given the recent tax reform, we met up with Jeff Rattiner, CPA, CFP® of Rattiner Financial Fast Track, Inc. to get a better understanding of how the recently adopted tax code changes will impact consumers. Learn more about how the recent changes can impact your clients and stay ahead of the curve to help improve your client's current and future financial situations.

 
 
 
 

Help Couples Find Bliss with Financial Planning

 

Do you have prospects or clients who don't seem to have enough time or interest in financial planning? bliss, The Retirement Compatibility Game, gives couples the opportunity to explore their retirement expectations and concerns and learn more about each other. It gives you the opportunity to help them achieve their retirement goals. Check out our recent webinar to learn more about bliss and other client engagement tools within MoneyGuidePro® and hear what a successful advisor has to say about bliss.

 
 
 
 
2018 Fintech Update
 
Account Manager Jerry Varela met up with FPPad's Bill Winterberg at the 2018 TD Ameritrade Institutional National LINC Conference in Orlando, FL to talk about what's new at MoneyGuidePro®. Check out the video below. 
 
   
 
 
 

Come Visit Us At An Upcoming Event

 
 

Saltzman BD Insurance Roundtable
March 14-15, 2018
Nashville, TN

iPipeline Connections 2018
March 18-20, 2018
Las Vegas, NV

ProEquities APEX Conference 2018
March 18-21, 2018
Nashville, TN

 

FPA Greater Kansas City 2018
March 21, 2018
Olathe, KS

KB Financial Planning & Life Insurance
April 17-18, 2018
Chapel Hill, NC

SSG Conference 2018
April 19-21, 2018
San Diego, CA

 

 
 
 
 
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