Most leading financial planning tools for advisors, such as MoneyGuidePro, eMoney, and NaviPlan have a powerful untapped utility already built into them – the interactive client portal. The Big Picture Retirement Planning Seminar System will show you how to make this feature into a key part of the learning experience for your students. Provide them with the opportunity to build and test their ideal Retirement Plan Scenarios – and let them see firsthand how a lack of preparedness in any one area can completely derail their goal of a comfortable retirement. A critical insight you gain from this activity is identifying students that match your target clientele and might benefit the most from your specialized advice.
Start your first class off with a comprehensive and smartly-designed Financial Literacy Test built with survey data gathered by The American College of Financial Services®. Keep material fresh during the workshop with review quizzes. Send informative Retirement Sense newsletters as a follow-up after it ends. Learn how to build an online Financial Planning Resource Library to curate and share – establishing yourself as a trusted source of information.
*Excludes unqualified prospects with less than 500k in assets
*Within first month after class