MyMoneyRoadMap

The Advisor GROWTH ENGINE

Growth-oriented advisors use My Money Roadmap to boost revenue, save time and improve client experience.

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Free: Get access to our "7 Secrets of Elite Growth Advisors" roadmap

Find out how advisors are winning clients and growing fees even faster while not working more

What clients say:

"With COVID things changed... you can connect both personally and virtually at your choice."

CEO of West Coast RIA,

"Client comes in more engaged, forthcoming and open to my coaching in less time"

VP and Senior Advisor, Midwest RIA

"I'm getting the help I needed to better engage prospects on their terms."

CEO of Midwest RIA,

"I delivered multiple comprehensive plans in days when in the past it took weeks and months"

CEO of East Coast RIA,

While I'm not natural in sales, MyMoneyRoadmap helps us put a stronger sales process in place and grow business.“

CEO of Southeast RIA,

1. ENGAGE: Grow clients and the business faster

Get more qualified client appointments on your calendar
Double, triple or quadruple # of prospects you nurture in less time
Engage warmed-up prospects with their 360° data in advance
Get to more deep conversations that help close business quicker

“I’ll never go into another prospect meeting without the investor’s My Money Roadmap 360-degree financial profile.”

— Roger F., CEO, Southwest $150M RIA.

Branded Campaign Page, Introduce Your Services, 360-Degree Client Profile, Track Opportunities & More!

Data Gathering & Retirement Readiness, Financial Planning, Portfolio of Advice Deliverables & More!

2. Advise: Less manual process; faster high impact advice

Automate data gathering, while engaging clients more deeply
Reduce time to create a comprehensive plan from 20 to 2 hours
Come with a portfolio of comprehensive personalized deliverables
These deliverables support your fees & grow with clients over time

“Clients come in more engaged, forthcoming and open to my coaching. I now deliver multiple high impact plans in a week when in the past it took four to ten weeks of back and forth.”

— Scott T., CEO, East Coast $200M RIA.

3. Serve: There when it matters; PROTECT your time

You’ll view all your prospects & client’s current data in one spot
10X touches per client per year while protecting your time
Automate action items & communications; grow satisfaction
You’ll be more accessible to clients, while protecting your time

“Our clients love My Money Roadmap’s transparent follow through. And it helps us broaden discussions to the client’s broader financial lives, not just how the market did last quarter.”

— Mark K., VP, $600M Midwest RIA

Client Opportunity Pipeline, Action Item Tracking, Client Engagement & More!

Vendors are overlooking the problems advisors have with technology. (Source: Aite Group (2020)). The largest wealth firms are now taking the lead on fixing this. Small and mid-size firms are challenged to keep up.

4. Evolve: engage the next-gen affluent on their terms

Recruit, onboard, and help new advisors build their books faster
Engage young affluent investors and family members of current clients
Keep up with the "wealth giant’s" billion-dollar IT budgets
Collaborate virtually and in-person, extending your 1:1 service

“My clients are engaging on Amazon, Apple and Facebook and it’s only accelerating. MyMoneyRoadmap helps us with the digital and personal presence required on a budget we can afford.”

Melanie, CEO, $200M East Coast RIA

The Changing 401K Client Conversation

Tips for Connecting with Prospects

How many touch points to solidify relationships?

Free: Get access to our "7 Secrets of Elite Growth Advisors" roadmap

Find out how advisors are winning clients and growing fees even faster while not working more