BRING YOUR INSIGHTS PROFITABLY TO MORE CLIENTS THAN EVER

CLIENT-DRIVEN, ADVISOR-GUIDED

SERVING ADVISORS

WE HELP ADVISORS DO WHAT THEY DO BEST,
BRINGING CLIENTS & ADVISORS CLOSER TOGETHER.

INTRODUCING THE NEXT GENERATION FINANCIAL LIFE MANAGEMENT COLLABORATION PLATFORM & REDUCING THE COST TO SERVE.

HELP YOU DELIVER TURNKEY, HIGH VALUE COACHING & FINANCIAL LIFE MANAGEMENT TOOLS.
COMBAT THE RISE OF THE ROBO-ADVISOR, REAFFIRMING YOUR ROLE AS A TRUSTED ADVISOR AT A FRACTION OF THE COST TO BUILD OR BUY.

Build Relationships
  • Deepen and retain MORE client relationships
  • Attract more and better QUALIFIED referrals
  • Get MORE 10-minute, high impact CONVERSATIONS
  • Early visibility into new client’s FINANCIAL DNA
Leverage Limited Time
  • Gather and refresh more and better self-service DATA
  • Automated advisor-driven, BEHAVIORAL COACHING TOOLS
  • Automated PERSONALIZED REMINDERS and coaching tools
  • Improve FOLLOW-UP on action-items


Build the Business
  • Help newer advisors get even MORE PRODUCTIVE QUICKER
  • Help experienced advisors SCALE more quickly
  • Manage the calendar and align the COST-REVENUE MODEL
Retake the Brand
  • Better PROTECT client data
  • Retake the trusted advisor BRAND others have tarnished
  • EMPOWER clients to chart their course and tell others about you

BIONIC FINANCIAL LIFE MANAGEMENTâ„¢ SOLUTIONS FOR ADVISORS

BRINGING YOUR GUIDING HAND TO CLIENTS THROUGHOUT THEIR FINANCIAL LIVES.

Build Relationships
  • Financial education & boot camps
  • Financial seminars and webinars
  • Self-service with advisor control
  • EDUCATE | ENGAGE | EMPOWER
  • Finance Boot Camps
Leverage Limited Time
  • Turnkey, white-labeled client-advisor financial life management collaboration platform
  • COACH | CONNECT | COLLABORATE
  • FIDUCIARY FAMILY
Build the Business
  • Onsite implementation
  • Advanced configuration
  • Partner services
  • Three-to-One Platform

HELPING ADVISORS SERVE THEIR CLIENTS

MyMoneyRoadmap enables clients to drive a larger part of their financial lives with the benefit of their advisor’s targeted coaching. This helps clients focus on what matters most with greater confidence and less worry, putting focus on friends, families, dreams, careers, hobbies and causes.

Financial Health Check-up
Retirement Roadmap
Life Milestone Navigator
Your Goals Life Planner

“MYMONEYROADMAP IS THE FIRST TO TRULY PULL OFF THE NEXT GENERATION PLATFORM THAT HELPS US BRING OUR GUIDING TOUCH PROFITABLY TO MORE CLIENTS THAN EVER”

MYMONEYROADMAP IS A POWERFUL PLATFORM PROVIDING INSIGHTS & TOOLS. IT ENABLES ADVISORS TO BLEND THE SELF-SERVE CONVENIENCE & CONTROL OF TECHNOLOGY.

Build Relationships

COACH

your clients on

  • Financial well being
  • Investment plans
  • Navigating life choices
  • Areas where they need your firm voice


Leverage Limited Time

CONNECT

with your clients

  • Via leading edge technology
  • Through turnkey online, mobile and video capabilities
  • To minimize data collection and protect information
  • To schedule effective client conversations


Build the Business

COLLABORATE

with your clients

  • To roadmap your clients success
  • To test drive alternative plans
  • To determine the best way forward
  • To monitor the plan and action steps


CENTERED ON YOUR PRIORITIES, AS YOU DEFINE THEM:

Plan Smart
  • Comprehensive profile
  • Financial Check-up
  • Financial Goals
  • Retirement Roadmap
Spend Smart
  • What I have
  • Where I spend
  • Setting priorities
  • Building a plan
Invest Smart
  • Knowing my preferences
  • Knowing my risk readiness
  • Investing smart
  • Taking the right risks
Live Smart
  • Marriage
  • Children
  • Home
  • Vacation & Hobbies
Adjust Smart
  • Navigating health
  • Family care giving
  • Navigating life changes
  • Navigating natural disasters

“MY ADVISOR GOT TO KNOW ME. I GOT A VISUAL OF WHERE I’M AT & THE STEPS I NEED TO TAKE; IT’S PART OF A PLAN WE’RE PUTTING TOGETHER.”

RESEARCH, NEWS AND EVENTS

World Economic Forum

WORLD ECONOMIC FORUM RESEARCH

“The Future of Financial Services: How disruptive innovations are changing the industry”
Download White Paper

PWC

PWC RESEARCH

“Blurred Lines: How FinTech is Reshaping Financial Services”
Download White Paper

McKinsey & Company

MCKINSEY RESEARCH

“The Virtual Financial Advisor: Delivering Personalized Advice in the Digital Age”
Download White Paper

LET’S CONNECT

OUR ADDRESS

info@mymoneyroadmap.com

Adorant Group LLC
155 North Wacker Drive, Suite 4250
Chicago, Illinois 60606

www.MyMoneyRoadmap.com

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