Money Guide Pro Template and Masterclass
This Simple Template System Drives 40-50% of my New Production annually
Learn 2 Different Ways We Use This "Done for You" Template With My Virtual Masterclass
I am so excited to be able to share with you my Money Guide Pro Template. This is the system we have used in my office to execute financial plan updates super efficiently... which is important because plan updates drive 40-50% of my new production annually. You need to be able to execute this critical part of your client experience effectively and efficiently so you can maximize your time & profitability.
This same template is also a critical part of our data gathering process for initial plans. Yep... 2 birds with one stone. Having a system for data collection allows you to start passing off parts of the financial planning process to your team... and I'll teach you more about how this works in this template masterclass.
I know what you're thinking... Libby, MGP has a template that they created. I know. And it's terrible. My system was designed to follow the exact inputs needed to run MGP and capture data while matching the natural flow of a meeting. Goodbye clunky template. Goodbye switching screens 5,000 times to do input.
This template is so easy to follow, I'll show you how to send a customized version to your clients for them to fill out for plan updates. You'll get good data from them. Crazy... I know!
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By The End of This 50-Minute Masterclass you will have:
- A 'Done for You' System so that you can implement it right after you're done watching the video.
- An Editable Template so that you can customize it for your practice and make it work for your team.
- An Exact Blueprint of how HOW to use it in your practice to execute plan updates quickly (I'm a show me... don't tell me kind of girl!).
- A Data Gathering System for Initial Plans so that you can start to pass of parts of the process to teammates as you grow and create scale in your business.
- A Massive Time Saving Tool that can help you drive more revenue through plan updates
- BONUS: A Copy of the Client Letter we use when we send out plan update templates.
But above all else, the MGP Template and Masterclass will finally give you a system to deliver ongoing advice and implement more business like clockwork.
When you enroll, you'll get:
- The Editable Template so you can customize the system to flow with your meeting style and for your team set up. So if you're flying solo, or have a support staff... it's a chassis to make your own.
- The 50-Minute Video Masterclass that will you coach you step-by-step through how we implement this in my practice. I literally screen share and show you HOW in addition to what and why!
- Coaching on how to manage this process in your schedule so that you can roll into appointments prepared with recommendations... and ready to help your clients implement.
- Best Practices that I have learned with Money Guid Pro so that you can work most efficiently.
- Bonus: My Client Letter that we send accompanying this template so that you can get better data ahead of your meeting... hello rolling into meetings with recommendations and applications ready to go!
When you sign up, you'll get immediate access to the downloads and the Masterclass video where you'll dive into all these tips and tricks.
From there, you'll be able to ask questions and get answers in the conversation box for all members!
My goal is to protect your time and provide systems that have been created, tested, tweaked, and tested again so you don't have to spend the time.
I get it... running a business is A LOT. I love helping Advisors "buy back their time" by providing solutions we developed that helped me streamline my day-to-day operations.
