Pricing

Simple, affordable transparent pricing that mirrors the advisor fee-for-service model

PROSPECT NURTURING

Turnkey splash page
Prospect nurturing
Retirement readiness
Client 360 Degree Profile
Turnkey education

$149/month

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NEXT GEN ADVISOR

Risk assessment
Financial planning
Deliverables portfolio
Action item tracking
Relationship Nurture
Turnkey splash page
Prospect nurturing
Client data gathering
Retirement readiness
Client 360 Degree Profile
Turnkey Education

$199/month

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ADVISORY OFFICE

Risk assessment
Financial planning
Half dozen deliverables
Action item tracking
Self-Serve Calendar
Relationship Nurture
Turnkey splash page
Prospect nurturing
Client data gathering
Retirement readiness
Client 360 Degree Profile
Turnkey education
Turnkey marketing tools
Self-Serve Calendar
Sales Excellence Program
Enterprise Branding
Single Sign On

$249/month

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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,

Sell

Today’s affluent investor requires deeper relationship, comprehensive advice, and to see the “wow factor” sooner and more often. It puts even more pressure on today’s already busy advisor. Source: Matt Oechsli

Advise

Advisor-served clients see 3% higher net returns, a testament to advisors’ coaching and management. There are more clients in need of wealth management today than at any prior time. Source: Vanguard Advisor Alpha Study

Serve

The most successful advisors build in a dozen regular touch points throughout the year. It takes practice management and technology to pull this off. It also opens-up new doors to get deeper with clients as well as to being introduced to more of your clients’ networks. Source: Rob Knapp

Manage

To reach the performance of top 10% elite advisors, it takes strong sustained marketing, sales, advice and client operations working in alignment. Advisors need the systems to help them free up to do even more of what they’re best at and less of the administrative that consumes time and energy. Source: David Mullen, Jr.

COMMON QUESTIONS

Do you offer yearly plans?

Yes, if you pay for a year upfront (optional), you are eligible for a 10% discount.

Do you offer volume discounts?

Yes, you are eligible for a 10% discount for additional subscribers.

Do you restrict features in month-to-month?

No, you have access to all features.

Do you have a set-up cost?

No to set-up MyMoneyRoadmap. There is an optional fee to support transitioning from other software, at the advisor’s choice.

What payment methods do you accept?

Visa, MasterCard, American Express, Discover, Check and ACH.

How do you support advisors?

Your account manager is always available. You will also have an Advisor Success Manager. We have a structured process in the first few months to maximize your benefit and minimize your time used.

Free: Get access to “7 Secrets of Elite Growth Advisors” roadmap

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

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