This session will be giving an overview of how technology is playing a
transforming role in the industry, take you through a detailed look at
MoneyGuidePro’s newest release, G3, and show how your business can
improve by using an Advisor Technology Platform by giving the client a
more personal experience on the path of financial planning.
I. Introduction
II. Macro – Changes
a. Definition of Services – Recognize the Big Changes
b. Changing Competition
c. Business Legacy
d. The Shift in Availability of Service
III. MoneyGuidePro:G3 Demo
IV. Break
V. Micro– The Platform
a. The Art of Planning
b. Building Your Platform
c. What to Watch For
VI. Q&A