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Consumer Engagement Software Release
Five new features were recently introduced with the new consumer engagement software release to help you prospect and differentiate your client engagement.
- bliss: The Retirement Compatibility Game, designed for couples
- Financial Freedom: to help your clients control their debt & start saving
- Discovery Lab: guided data gathering for better quality client information
- myMoneyGuide®: now with two levels - Lite and Expanded
- Enhanced data aggregation: for complete and up-to-date client data
bliss, Financial Freedom and Discovery Lab are included in the MoneyGuidePro® subscription at no additional cost through June 2018 and the cost for myMoneyGuide® has been reduced to $20 per attendee.
What advisors are saying: "I just finished up a prospect meeting, and I used the new tools. bliss was a huge hit." This meeting resulted in four referrals and over $400,000 that will be invested with the advisor.
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Webinar: To Charge or Not to Charge?
One of the most common questions we get from advisors is "Should I charge for planning?"
Join us November 15th at 2:00 PM ET for an exclusive webinar to learn the results of the PIEtech 2017 Fee Study. This webinar will help you:
- Understand the key trends of charging (or not) for financial planning.
- Understand current fee structures used to charge for financial planning
- Identify best practices to grow revenue, develop stronger client relationships and comply with DOL Best Interest Standards.
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Wrapping Up 2017
As a reminder, MoneyGuidePro® plans are based on a Rolling Plan Year. Plans run twelve months from when you log in and open a client's plan. For example, looking at a plan on November 15th means that year one will run 365 days from November 15th.
The Rolling Plan Year eliminates the need to prorate variables such as asset additions, goal amounts, investment earnings and taxes.
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Upcoming Integration Webinars
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Nov. 9th at 4:30 PM ET Aggregate more data and deliver better plans in less time through this seamless integration.
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Nov. 29th at 1:00 PM ET Quickly access client information, put together a financial plan and run your business in a single, integrated platform.
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MoneyGuideLive | 2018
There are a lot of new things happening within MoneyGuidePro®! Our trainers are eager to show you how to effectively utilize the features and solutions so you can engage prospects and clients no matter where they are in their planning journey.
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Get notified when registration opens:
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On October 11th, PIEtech won the WealthManagement.com Technology Provider Thought Leadership Award for our groundbreaking biometric research which measures stress levels throughout the financial planning process.
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