A Powerful Marketing Machine
for Financial Professionals that's a
Financial Education Service for Clients!
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| Introducing... the Urgent Need to Act NOW! |
What's in it for me? (understanding the content) |
EASY TO SET UP
A Fully Managed Marketing Program
Your name and contact information is front and center with your contacts that MoneyMinding delivers on your behalf. The initial set up and ongoing delivery is fully managed so you are able concentrate on your core business activities:
- Not re-creating information to find a reason to stay in touch with your contacts;
- Not spending extra time following up with prospects to book appointments;
- Not taking extra time to explain your advice because of fears or miscommunication.
What is the income to you for:
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One additional insurance policy sold? |
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One new investment client earned? |
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One new mortgage written? |
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One extra property sold? |
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One new tax client? |
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One new corporate client for legal services? |
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One new financial planning client? |
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One new small business client and their employees? |
Are you going to be the professional who provides the information to all your contacts?
…or will one of your competitors earn the income and the referrals?!
MoneyMinding provides a fully managed program that helps you increase your productivity per client and attract more potential clients… for as little as $0.40 per person per month.
“Advisors wishing to build trust and long term client relationships will benefit from the third party financial education platform developed by Tracy and her team. Better educated clients invest more, provide more referrals, and have fewer financial crisis.”
~ Peter Ian McArthur, CSA, Plaza Financial
Because ultimately:
- Client education is not the same as client advice.
- Product knowledge is not the same as overall financial understanding.
- Lack of financial understanding (especially amongst middle and upper net worth consumers) is what holds them back from taking full advantage of your products and services.
When you attempt to provide education to your clients and prospects, it will still be perceived as biased because so many people provide ‘free information seminars’. The value becomes weakened and the motive is believed to be sales related. This means that your advice is not as respected as it should be. You end up spending a lot of time competing for people’s time and 
with other professionals. You have approached them with something they don’t know and are attempting to win their trust and therefore their business by showing that you know more than them and are willing to share this information.
Here is what you get with your Marketing Machine:
- Personal, practical, positive financial literacy information delivered by email to your contacts from a neutral, professional third party company.
- A personalized welcome letter to your clients sent from MoneyMinding on behalf of you introducing the gift you are providing them with.
- Your contact information on materials delivered to your clients so you get top of mind recognition.
- Personalized MoneyMinding web page for you to direct new prospects and clients to the extra service you're providing them. This page can link from your own website or emails for added marketing benefits.
- A listing on the moneyminding.com "Find an Advisor" web page that links to your personalized MoneyMinding URL so outside prospects looking for an advisor in your area who supports financial literacy can find you.
- Access to the MoneyMinding mVillage Marketing Partner resource area for marketing tools to help you differentiate yourself in your industry.
- Regular training calls, messages and archived recordings on how to maximize the benefit of the Minute Manager subscription with your clients and prospects.
- MoneyMinding does the initial set up and ongoing delivery of the information for you so you have more time for productive client business.
- ...Plus the full Minute Manager Service exactly as your contacts receive it.
“The MoneyMinding service is brilliant. The genuine passion for the message is a huge asset to help me add value to my clients. It is a positive, personal way to keep them engaged with their money in a way that enhances the level of trust and commitment I provide them as their advisor.”
~ Paul Stehelin, Stehelin Financial
Knowledgeable clients are more prepared to do business with you because:
- When clients understand their options, they are more trusting;
- Increased trust means less skepticism and more confidence in your recommendations; and
- Making financial decisions is an emotional process, often accompanied by high anxiety and fear.
For established and high net worth clients particularly, they have more money issues requiring more complex and emotional decision making. People who have established themselves financially are concerned about protecting their lifestyle and ensuring that their money is honoring their values. By enabling the client to consider these issues on their own time, they will open more with what’s truly important to them and what their fears and dreams are. When these issues are shared, they build trust and help you do more business as well as to attract clients who were otherwise holding back working with you. This means that…
Educating clients on foundational skills to help them make financial decisions is time consuming and something you are not compensated for.
Issues such as how money impacts relationships between spouses; between parents and children; between employers and employees; and between professionals and clients affect the financial decision making process. Dealing with these issues is not taught as part of the financial curriculum and is not compensated for in most financial transactions.
“When my clients are part of MoneyMinding, I don’t have to spend as much time going over the basic fundamentals. They are more knowledgeable and more strategic about their money. Better yet, they show a willingness to improve both their finances and their quality of life.
MoneyMinding members know that success and creating wealth is a behavior – it’s not an accident, and it’s not just about getting the best returns.”
~ Grant Simpson, Professional Investment Services
Neutral, third party information that complements your specific product and strategy advice has a higher perceived value in the eyes of your clients.
By having a neutral third party provide education that isn’t connected to any product or organization such as you would find from a University or College, the value is perceived by the student as having higher value. What makes MoneyMinding education unique is that it is practical, personal and positive. It is also user defined and delivered in small bite sized tips and stories. It isn’t time consuming for the client, nor does it require them to attend classes or risk being exposed as naive or not knowledgeable on financial matters. This is particularly important to people who have an established lifestyle and higher net worth. No one wants to be exposed for or admit that they don’t know something, just like no one wants to be told they can’t have something or they need to cut something out of their life.
It also means they are more open to taking advantage of the advice you provide them and will not take as much time to decide to act on your recommendations. All of this means that with minimal effort and time you have more clients, doing more business, requiring less of your non-productive time.
A prospect responds to a Marketing Partner's delivery:
Hi Mike, Hope your summer is great. We are off next week for a little holiday and then a conference. I'd like to get together when we get back to talk about starting a portfolio with you.
Cheers, John
The sooner you start, the stronger the “wall” you build around your existing client relationships. If you provide someone a free subscription to a valuable service, and a month later, someone else offers the same service, the recipient will simply decline the second offer. MoneyMinding is proven, simple, inexpensive and provides the missing link between financial services and clients needing the advice who are otherwise too sceptical and intimidated to act.
Here is your opportunity to complement what you are doing to help prospects and clients reduce money anxiety, skepticism and intimidation. Simply provide them access to our neutral, professional, third party service – we help them increase their financial knowledge and give you opportunities for discussing issues of importance to them – beyond products, strategies and other money topics that are intimidating and stressful.
MoneyMinding's Marketing Machine using the Minute Manager Service prepares them to take better advantage of all you offer and gives you more time and more opportunities for business activities increasing your productivity as you take advantage of the latest research in financial literacy and behavioral finance to strengthen your relationship with prospects and clients.
You are now in front of your existing and prospective clients in a positive, consistent and professional way that gives you added credibility to do more business.
Still have questions?
Join a Meet & Greet session to chat with company executives
Or, send your questions in an email
Better than money back guarantee!
"Test-Drive" the Minute Manager Marketing Machine for 30 days and decide if this program is right for you!
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