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The new era of the financial advisory model is upon us, and it is less about the product transactions and more about the counsel, advice and planning.” -Bob Holcomb, Chief Marketing Officer, First Allied Securities

More than ever before, financial advisors are looking for ways to deepen their relationship with clients. They want to engage in more meaningful conversations with both prospects and clients and do so without having to go through any extended training or complex systems. In a world where access and information is being commoditized through technology, it is critical for advisors to demonstrate their value to their clients…