My Money Vision™ Advisor Program

Why Choose My Money Vision™

Inexpensive, organic growth.

Use My Money Vision™ to build stronger client relationships by educating their children about financial literacy. In our experience, My Money Vision™ members are more inclined to open investment accounts.

Build a book of business.

It could be tough for younger/newer advisors to gather clients, but My Money Vision™ allows advisors to easily grow a book of many smaller clients that will grow with them over time. As these new relationships grow, more services will be needed ergo generating more revenue streams.

Generate new revenue streams.

Use My Money Vision™ to utilize a subscription payment model. The resulting coaching will likely lead to new accounts being opened. Incorporate Power of Attorney services by using the information generated from estate planning to access more clients through family members. Opening new accounts such as disability income, life, and health insurance will add to revenues and improve client retention.

Exponential client acquisition.

The young adults you bring into your program have the opportunity to grow into clients as they get older. The same process would take place for their children as well. Generate clients from all places: referrals, local schools, and by marketing.

Save more time.

Young adults are more inclined to be intimidated by older advisors simply because of the age gap. Having a coach in their peer group (P2P) makes the process more personal for them. Aspiring advisors prepare the next generation through My Money Vision™. Our P2P trainers and coaches will work with your aspiring advisors to get your program running, therefore minimizing seasoned advisors’ time commitment.

Educate your young adults.

My Money Vision™ coaching sessions measure the progress of your young adult clients. MMV™ makes financial education engaging and non-intimidating. Today, young adults are lost and confused yet still hungry for information. It’s time to guide them away from convoluted and misinformed articles online. My Money Vision™ gives them appropriate financial literacy all in one place.

Aspiring advisor training.

My Money Vision™ is a training platform for your young advisors. Established advisors can continue to grow by adding a program coach, thus giving the aspiring advisor a great steppingstone into the industry. This P2P (Peer-2-Peer) program is perfect for the initial learning period for aspiring advisors. This allows them to learn more about the industry while getting certifications.

Retain existing clients.

Your existing clients’ children that are brought into your MMV™ program have the opportunity to grow into fully fledged clients as they get older. The same process would take place for their children as well. By taking care of your existing clients’ children, you will experience higher overall retention rates.