Financial Planning Consultants

 

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Spring your practice forward starting first with Builder Suite.  

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receive Free Training!

 
 

The Builder Suite includes Free Training with your purchase.

With your purchase of either Practice Builder or Client Builder or Plan Builder, we will include your 3 day registration for the Builder Suite Workshop ($895 value).  You can attend the additional days of training to learn more about the Builder Suite programs or just attend the day on the software of your choice.

 

Choose from one or all of the sessions:

  • Practice Builder - Interact with your peers asking questions of the support specialist instructor and use the opportunity to network with other users to find out how they use Practice Builder.  During Day One - we will involve you fully in the techniques and practices of full utilization of Practice Builder.  You and your staff will operate the system on your own training computer.  This class is held on Wednesday from 8:00 am to 5:00 pm.
  • Client Builder and Practice Strategies - Strategic planning for your practice may be the most important goal for the principal advisor.  Day Two focuses on some of the aspects of this strategic planning.  You will explore how to engage prospects while improving your image and setting the table for a successful, long term relationship.  Use Client Builder to present effectively and clearly define the scope, and the complexity, of your services.  Devise a strategy for Client Relationship Management that works for your practice.  Study ways that financial planning software can be most beneficial.  Learn how select technologies can provide the most benefit to your practice.  A great addition to either the Practice Builder or the Plan Builder sessions.  This class is held on Thursday from 8:00 am to 5:00 pm.
  • Plan Builder - In Day Three, You will learn how Plan Builder supports the financial planning process while exploring the power of this flexible and powerful tool to motivate your clients to take action now!   You will cover all elements of Comprehensive Financial Planning - from Client Engagement and Fact-Finding, through Analysis and Projections, to Recommendations, Monitoring and Service.  This class is held on Friday from 8:00 am to 5:00 pm.
 

You will receive a certificate at the time of purchase for your Free workshop.  This certificate will be valid for 90 days from time of purchase.  You send a staff member or attend the session yourself.  As you would like to train your staff, you can bring along additional staff members for $221 per day.

 
Cancellation Policy:    

We reserve the right to cancel the workshop with a 30 day notice.  We will email you with confirmation of the Builder Suite Workshop and recommend you do not book any travel arrangements until your receive confirmation of the session.  Minimum required attendance is six. 

 

Contact Charlotte at 800 666 1656 ext. 13 for more information.

Not retroactive or valid with any other offers

 

Click Here to learn more about Plan Builder software is a powerful solution to dynamically address areas of concern by creating your financial plans quickly, efficiently and profitably.  FINRA approved

Succeeding in the financial planning profession today requires that you communicate complex ideas effectively to your clients and motivate them to action.  Plan Builder successfully addresses those needs!

 

Click Here to learn more about Practice Builder, builds strong, relationships with trust and confidence with each client and prospect from the affluent 'A' list through the less profitable 'C' list.

Cultivating those relationships takes time and attention.  You need to employ CRM technology and automate your marketing strategies to maintain top of mind awareness.  Practice Buihttp://www.financialsoftware.com/formmail/reqdemo.htmlder the Client Relationship Management system is designed to do it all - and do it well. Increase sales, referrals, elevate your client base and run your office more efficiently. 

Builder Suite offers bottom line benefits by accelerating the speed of everything from new business processing to the closing engagement.                                                      http://www.financialsoftware.com/formmail/reqdemo.htm

 

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Order now!

 

The Builder Suite includes Free Training with your purchase.

With your purchase of either Practice Builder or Client Builder or Plan Builder, we will include your 3 day registration for the Builder Suite Workshop ($895 value).  You can attend the additional days of training to learn more about the Builder Suite programs or just attend the day on the software of your choice.

 
Cancellation Policy:    

We reserve the right to cancel the workshop with a 30 day notice.  We will email you with confirmation of the Builder Suite Workshop and recommend you do not book any travel arrangements until your receive confirmation of the session.  Minimum required attendance is six. 

Contact Charlotte at 800 666 1656 ext. 13 for more information.

Not retroactive or valid with any other offers.

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