What your Financial Advice Clients can’t see might be putting the brakes on your business profits . . .

Now you can show your prospects and clients just how your advice is
highly likely to achieve their financial goals – for real.

Let your clients see properly with this breakthrough process…
Are you frustrated with your current financial planning software’s inability to show a complete forecasted outcome of your advice for your clients?

• Do you waste valuable time trying to convince prospective clients to accept your SOA, because they can’t really see whether your advice will really deliver what they want?
• Do you even find yourself wondering whether your advice really will get your clients to where they want to be in the future? (Ouch!)
• Are you experiencing a level of client attrition that is worrying you? Would you like something to give you a fresh “edge”?
• Are you actively searching for a way to engage new clients – something that gives you a point of difference from your competitors?
• Have you heard that the Financial Planning landscape is changing rapidly, with strong competition from Robo-advice, and that your processes need to be adapted to ensure that self-directed, tech-savvy investors remain interested in your services?
• Do you want a higher level of job satisfaction with more fun and deeper engagement during your planning process, and client meetings?
• Would you like to have a blueprint to follow for each client’s review meeting for several years into the future?
• Would you love to get more (free) referrals from raving fans, rather than having to spend marketing dollars to gain new clients?

You can take your foot off the brakes, and instead fast track your advice business success by using the power of holistic advice modelling as a vital part of your advice process with. . .

Financial Mappers PRO is Personal Finance Modelling Software that allows you to create “virtual“ investing and retirement income models, in order to see the forecasted future.The optional PRO^CONNECT extension allows you and your tech-savvy self-directed clients to collaborate with you within the software.

Our Point of Difference
Other modelling tools model single scenarios, such as “how fast can you pay down this loan” or “what will this asset be worth in 10 years’ time”. Financial Mappers models are COMPLETE multi-year forecasts of your client’s entire future asset and liability values and cash flows, as a result of all entered buy/sell decisions.

Where else can you firstly enter the desired endgame of your advice for your client, and then at the click of a button, test whether your strategic plan is likely to really reach your client’s objectives?

When the plan is adjusted so that the modelled future is what the client wants, the action steps to take each year are clearly reported, and serve as a blueprint for you and your client to follow at future annual reviews.

This cloud-based modelling software runs on all devices, and requires no connection to actual bank or loan accounts. The initial information entry about your client’s current financial position is simple and the comprehensive model calculations are performed when you hit the enter button.

Enter your client’s current financial situation, their goals and your strategy to achieve them. Vary the elements of that strategy as many times as you like, using multiple models if you want to compare each of them.

Do your modelling independently, and include the results in your SOA, or, you may wish to collaborate with your client and have them review the model with you as you create it, either in your office, or via and online meeting with screen sharing capabilities.