We provide an Advisor branded financial life planning system powered by MoneyCapsules ®.
It is a fun and interactive way to have impactful conversations with clients and potential clients. We provide customized live and video training. Most advisors can implement the system after completing 1-2 days of training.
MoneyCapsules ® uses 7 game cards representing all aspects of one’s financial life and 3 score cards to keep track of the client’s, or as we call them, “players” responses.
The system promotes a simple way to help the advisor engage in a very natural conversation with their clients.