Helping Leading Financial Planners excel at answering this core client question: "What have you done for me lately?"
Click Here for a 30-Day Trial!“When using this program [MyPlanMap] with clients, I’ve found I spend less time checking whether they have completed their to-do lists and more time getting to know them. In taking time to talk to clients about other issues, I have doubled the number of touch points with clients as they go through their planning process. ”– Dave Grant, CFP®, Founder of Finance for Teachers in Financial Planning Magazine“The main benefit of MyPlanMap is being able to visually demonstrate the value to my clients of what we have done for them. That’s the challenge of every Financial Advisor.
”– James R. Vande Logt, CFP®, Principle of EFG Advisors LLC“MyPlanMap could add as much value to our practice as MoneyGuidePro. ”– Jim Ludwick, Founder of MainStreet Financial Planning....
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