Transform Your Current Planning Software

Into a Tool

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.

1 %
INTERACTED WITH TEST PLANNING SOFTWARE
1 %
COMPLETED THEIR TEST PLAN
1 %
OF STUDENTS THAT COMPLETED A PLAN BECAME CLIENTS

Teach With Quizzes and

Send Newsletters

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.

1 %
INCREASE IN CLIENT CONVERSION SINCE NEWSLETTER IMPLEMENTATION*

*Excludes unqualified prospects with less than 500k in assets

1 %
"RETIREMENT SENSE" TARGETED NEWSLETTER CLICK-THROUGH RATE*

*Within first month after class

See For Yourself

Recent examples of Quizzes, Newsletter, and The MoneyguidePro® Client Portal App
Financial Literacy Test
Test Answer Key
mgproclientportal
Interactive Planning Portal
Retirement Sense Newsletter Intro
Retirement Sense Newsletter

Contact Us

  • 1-(888) 383-8770
  • 1-(813) 885-8295
  • 1-(813) 889-4522