meCentral.com:-

• Quickly and easily helps clients create a rich lifestyle plan with strategies and simple action steps
• Gives clients their own personal customised web site that has their lifestyle plan and cash flow that can be updated 24/7
• Keeps clients on track, by gently reminding them about the steps they want to take to achieve their lifestyle dreams... without you lifting a finger
• Gives clients access to tutorials, techniques and tools from world leaders in lifestyle planning, to increase the quality of their life

And what if all this could be done so it:

• Was Simple, Consistent and Totally Scalable
• Created Intimacy and Affordability - almost like "Client Retention Insurance"
• Increases Client Conversions and Retention of FUM
• Increases Advisers Productivity as it is a "Self Serve" Client Engagement System
• Provides Dynamic Ongoing Service and Reinforced Branding
• Creates Differentiation and a Clearer UVP
• Hugely Increases the Fee For Service Value Offering
• Is Meaningful, Engaging and Enriching the Client Experience
• Solves Compliance Issues (PS 175)
• Provides the Lifestyle Missing Link in the Financial Planning Process
• Allows for the Potential of Co-Branding and Total System Branding Options
• Means that planners don't have to do unnecessary training to become part-time psychologists, counsellors or life coaches as the system easily steps clients through a simple, but powerful goal setting process