COULD YOUR CLIENTS AND VALUED

RELATIONSHIPS BENEFIT FROM

CHANGING THE CONVERSATION?

Mark Singer wants to change your client conversations about financial literacy.

Work with him to learn how to implement tools in your firm for greater client

retention and revenue.

Ready to take your practice to the next level? Your clients need access to information and you can provide it!

  • Talk to us about the Financial Organizer and how to implement with your valued clients.
  • Become a strategic partner with plan sponsors and find hidden participant assets with our proprietary benchmarking tool.
  • Find ways to educate your clients on investing well for retirement and leverage education for client referrals.
  • Gain consistent Center of Influence referrals by leveraging the Financial Literacy Toolbox and its contents.

Financial Advisors

Increasing client retention and referrals. Accessing the next generation. Providing useful and interesting content to prospects, clients and Centers of Influence. These are keys to growing an advisor’s business.

The Financial Literacy Toolbox helps advisors attract new prospects, deepen relationships with clients, partner with Centers of Influence and expand relationships with families.

Institutional

Are you a plan sponsor looking for the best educational resources for your participants? Are you a retirement plan service provider, custodian or related institution seeking resources that add more value to relationships with advisors or client firms?

The Financial Literacy Toolbox provides a valuable tool to your clients, building loyalty to your firm and services while bolstering market awareness of you as a creative thought leader.

Wellness Providers

Financial wellness is seldom far removed from overall health and well-being. Saving for health costs. Managing health and fitness. Being well and staying well requires adequate funding and cash flow management.

For Wellness Providers desiring to meet clients total wellness needs, The Financial Literacy Toolbox is specially designed with adult learning principles in mind.

What You Get

A vast storehouse of financial information: Your clients can access a wealth of videos and related support tools in 8 areas of personal financial management and planning. As a service provider or advisor, you’ll get resources to help you build on clients’ education and leverage FLT for growing your business. The FLT changes the conversation—around financial issues, with your marketplace and in your growth plans.

  • Instructional Videos

    Twenty videos in which Mark Singer conveys over 25 years of financial planning knowledge and insight.

  • Planning Worksheets

    Worksheets help users collect personal information and organize it in a meaningful way as they are guided through topics.

  • Community Discussion

    Mark writes on important or topical subjects in his blog, and users can ask questions or share thoughts with Mark or others.

  • Business-Building Tools

    As the Toolkit provider, you get an array of resources for growing your business. These include an online analytical tool showing you which topics or videos have the highest interest, a How to Use Guide and other marketing ideas.