 As a financial planner, the number one thing that is going to drive the success of your business in the future is attraction and retention of quality clients. The number one thing that clients want is a better lifestyle.
Clients Don’t Want Financial Planning…
The good news is that what clients really want is what financial planning can give them – and that’s a better lifestyle.
The problem is that most people know what they don’t want – fewer really know what they do want. So it is essential for new generation advisers to have an easy way of helping clients set, manage and achieve their lifestyle goals.
What simple and cost effective solutions do you currently have to attract and retain your most valuable assets - clients?
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“… a complete turn key solution to;
1. Identifying my goals;
2. Managing and implementing my goals and;
3. Goal achievement and enjoying success
To uniquely benefit financial planners… helps remodel clients' behaviours without investing any extra time,
it is low cost and builds richer on-going client relationships”
Dani Peer
Manager, Practice Management
Zurich |
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meCentral.com has been specifically designed with the main benefit being a powerful attraction, engagement and retention system
meCentral.com:-
- Helps enrich client experience. If there is one key that has been learnt over the last few years, it is that we can’t control the economy, but we can control and enrich the client experience
- Is a powerful universally accessible web-based platform that helps clients better set, manage and achieve their lifestyle, career, cashflow and balance goals all integrated into one convenient system
- Uses a blended learning methodology that includes interactive online e-learning modules, web-based video training, systems, toolkits, courses, assessment tools, teleseminars and optional all important face-to-face programs from Australia’s premier lifestyle planning group (and meCentral creators) Life by Design®
- Gives planners a best-of-breed solution that provides a comprehensive suite of tools and versatile resources to engage and assist their clients in personal success
- Has been designed with cutting edge technology (such as auto memory navigation) to make it fun, simple and easy for time-poor individuals to make more informed decisions and accelerate goal achievement success
- Understands that “ease of use” is essential in maximising success. So the system is fast, simple and intuitive to use with 24/7 access for segmented target groups, or all clients
- Includes corporate identity branding and customisation options to create a unique service offering to clients
- Makes personal planning fun, easy and entertaining for clients, with proactive follow up reminders to keep them on track
- Is an extremely cost-effective and scalable retention marketing tool for clients
- Offers convenient annual licensing fee options for ALL planners and clients where ever they are on the globe. The choice is yours!
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“meCentral.com is like your very own coaching system for clients but can be used in the privacy of their own home, for a fraction of the price”
Garry Mensforth
Financial Planning Business Owner |
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