Understand your clients' expectations, concerns and goals for retirement before ever meeting with them. Help them feel empowered by becoming their trusted educational resource.
Identify new opportunities with existing and new clients based on completed plans shared by them. Client-driven plans include an average of 8 goals vs. 2 goals for advisor-driven plans.
Offer clients a unique and interactive retirement planning experience that is branded for your firm. Engage more clients by helping them create quality financial plans.
Deliver quality financial plans on an unprecedented scale with consumers participating in the creation of their own customized plan.
Create a personalized landing page and introduce clients to your firm.
Extend a personal invitation to existing and potential clients to participate in a Lab.
Clients enroll in a Lab and create their own personalized retirement plan.
Clients completing Labs can request your help to improve their plan.
Meet with clients, review and refine their plan to help them achieve their goals.