myMoneyGuide™ Released to all MoneyGuidePro Subscribers
myMoneyGuide™ (myMG) is the industry's first solution to the scalable delivery of quality financial planning, using a new, modern technology that helps you offer financial plans on an unprecedented scale.
This client acquisition tool is only available to MoneyGuidePro subscribers.
Getting Started with myMoneyGuide
- Log into MoneyGuidePro
- From the Main Menu, click the "Start" button for myMoneyGuide
- Review and accept the Terms of Service, then click "Create Profile"
- Set up your custom advisor profile and choose the number of seats that you would like to start with
Click here for more detailed instructions on setting up your profile.
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What is it?
myMoneyGuide is a 90-minute online guided experience in which you invite your prospects and clients to build their own personalized plan for retirement. They are led through a proven planning process and you are positioned as the financial professional who can help enhance and implement the plan.
Watch a fun Client Video here.
How much does it cost?
You pay $75 for each participant who attends a Lab. You will not be charged for no-shows.
Attend a myMoneyGuide Quick Start Webinar
- A quick look at the myMG client experience
- How to successfully leverage myMG to acquire more qualified clients
- Setting up your profile/customized landing page
- Frequently asked questions
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New from Support: Searchable Knowledge Base
The new MoneyGuidePro Support Knowledge Base lets you search by keywords to quickly find answers to commonly asked questions. It’ll save you time and frustration, letting you focus on creating better plans in less time.
You can launch the Knowledge Base from the Support Center here or from within MoneyGuidePro.
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Try it today and let us know if you have any feedback regarding this new feature!
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Bill Bachrach Event:
Master the Art of Client Acquisition & Business Development
Sharpen your people skills and earn 16.5 CE credits with this 3-Day Workshop and robust online course material.
Attend powerful keynote presentations by industry leaders and a highly interactive workshop to develop skills and confidence you can apply immediately to help get your next ideal client...and the one after that and the one after that and one after that.
Register with promo code MGP1K and save $1000 off of the regular price for this dynamic event.
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Mastering the Art of Client Acquisition & Business Development
November 13-15
Atlanta, GA
Register here and use promo code MGP1K for a $1000 discount.
Sponsored by MoneyGuidePro, FA Magazine, and Bachrach & Associates, Inc.
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MoneyGuidePro + eMoney Advisor Integration
The integration with eMoney delivers MoneyGuidePro’s leading interactive goal-based planning technology within eMoney’s emX Select platform.
The result is the creation of the single most powerful wealth-planning and advisory business platform that provides quality and choice, and positions advisors and their clients for greater success.
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Last chance to catch up with the MGLive Team!
We all know it can be hard to be productive during the holiday season; so plan to be productive with us in Orlando! This is your last chance in 2015 to catch up with our MGLive team. This is not your typical point and click tutorial but a hands-on, practical lab using multiple case studies to illustrate real life scenarios. Register now!
Two-day in-person event ($599):
Orlando, FL - Nov 18-19
We also offer private training events! Contact the team for more details.
Want to suggest a location for the 2016 season or be notified when we schedule our next event? Contact us.
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See us at one of these events
T3 Enterprise 2015
Nov 2 - Nov 4, 2015 in Weston, FL
ACP 2015
Nov 4 - Nov 7, 2015 in Birmingham, AL
1st Global's National Conference 2015
Nov 8 - Nov 10, 2015 in Amelia Island, FL
IMPACT® 2015
Nov 10 - Nov 13, 2015 in Boston, MA
Commonwealth 2015
No 12 - 15, 2015 in Washington, D.C.
Mastering the Art of Client Acquisition & Business Development Workshop
$1000 Discount for MGP Subscribers
Nov 13 - Nov 15, 2015 in Atlanta, GA
CFP Board's Firm Summit
Dec 3 - 4, 2015 in Washington, D.C.
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