-
REDTAIL TECHNOLOGY CRM
Web-based multi-user client relationship management solution for the financial professional. Track personal clients and your prospects information in one place. Includes automated reminders for client reviews, birthdays, anniversaries and more.
-
MONEY GUIDE PRO
Money Guide Pro is comprehensive planning software that enables you to produce professional plans with charts, graphs, explanations and recommendations. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.
-
ADVISOR WEBSITE
Post your Professional Profile, Pictures and Videos Client Access to their accounts: View Only and/or Trading Privileges Financial Advisor Blog and Value Added Links Promote your Seminars and Events Financial Calculators for Clients, Client Document Vault, and more…
-
MYMONEYCONCEPTS.COM
A secure website and document vault for your client. Each client has their own website containing their consolidated holdings in their own document vault. They can store all of their important documents, i.e. wills, trusts, tax returns, account statements all in one place.
-
ASSOCIATES ONLY SITE
Pre Approved FINRA Client Presentations and Seminars FINRA Approved Marketing Literature and Client Letters Presentation Manuals, Client Applications, Forms, Money Concepts University and the Money Concepts Store Compliance Information and More…
-
EMAIL MARKETER
A professional email marketing system that enables you to systematically conduct marketing campaigns. You can create marketing templates for newsletters, send flash videos, advertise your seminars and events, send custom invitations and appointment reminders, and so much more. The possibilities are endless. With this technology you can manage client and prospecting email lists, set up automated schedules for specific email campaigns to be sent to your groups. Now you can efficiently send a limitless number of personalized yet automatic emails. You will be able to track who opens you emails, monitor clicks on your embedded links, create auto responders and capture all the statistics to analyze the impact of your email campaigns. Email marketer makes your follow up calls much more productive.
-
MONEY TALK NEWSLETTER
Money Talk is a monthly client approved newsletter that you can professionally brand and personalize. It can be easily emailed or sent to clients and prospects in a printable format.
-
FOREFIELD INC.
Forefield’s compliance approved newsletter articles, flash videos, and weekly market summaries provide you with a convenient, efficient way to communicate regularly with your clients.
-
REDTAIL TECHNOLOGY CRM
Web-based multi-user client relationship management solution for the financial professional. Track personal clients and your prospects information in one place. Includes automated reminders for client reviews, birthdays, anniversaries and more.
-
PACKAGED MARKETING CAMPAIGNS
We offer a number of marketing campaigns on a variety of topics. As a Money Concepts President all of these are available to you on “day one”.
-
TURNKEY SEMINARS AND WORKSHOPS
We offer state-of-the-art seminars, workshops and symposiums. These contain power point slides, invitations, brochures and procedures.
-
CONCEPTUAL SALES PRESENTATIONS
We have designed numerous Wealth Management presentations in both power point and manual form. These concepts are contained in two groups – Wealth Concepts for Individuals and Wealth Concepts for Entrepreneurs.