A: Very easy! We recommend booking a Demo Meeting with us before purchasing to see how My Money Vision™ can specifically help you. After purchasing, we schedule and Onboarding Meeting with you to get you and your aspiring advisor all set up with My Money Vision™.

A: While My Money Vision™ is an online program, it is not technologically complex. We employ Canvas Learning Management System for our courses, eMoney Advisor for our clients’ personal financial websites, and Calendly/Zoom for scheduling and online meetings. We recommend using text marketing platforms like MyRepChat or SlickText to reach out to prospective clients as well. Use your CRM or other client data platform to create a database of your clients’ children.

A: Absolutely. While aspiring advisors add another layer of coaching and hands-on support, the standalone financial literacy curriculum itself provides tremendous value. Even without a new hire, you can strengthen relationships with clients by giving their children access to real-world money education they won’t get anywhere else.

A: Yes, My Money Vision™ will allow your new hire to build connections with others in his peer group by simply networking with your client’s children and their peers; keeping them busy with coaching, prospecting, and new account and revenue generation.

A: While My Money Vision™ can’t replace certifications needed in the securities industry, it is an incredibly valued supplemental program for aspiring advisors to learn more about financial literacy and become comfortable coaching others. We recommend new hires going through My Money Vision™ during or after the Financial Associates Foundation program, the SIE exam, or CFP certification. However, depending on your database, this could take up a lot of time for your aspiring advisor.

A: Yes. A substantial part of the My Money Vision™ training course is client relations and communication. How to contact them appropriately and how to start and conduct meetings is among the course curriculum.

A: There are many ways in which My Money Vision™ benefits your clients. My Money Vision™ gives your clients peace of mind by equipping their children with the financial skills they need to thrive in the real world. It helps the next generation confidently handle money decisions—like budgeting, saving, credit, and investing—while strengthening the family’s trust in you as their advisor. Clients see it as a unique, high-value service that protects their legacy and sets their kids up for success.

A: My Money Vision™ opens multiple revenue streams for advisors. You can charge a subscription fee for young adults enrolled in the program, create new accounts and assets (like Roth IRAs) from the new young adults, and gain introductions from parents and their children that lead to long-term client relationships. At the same time, it drives organic growth by strengthening retention of your top clients and positioning you as the trusted advisor for the entire family.

A: No! You have full flexibility to decide whether to charge a fee or offer it as a complimentary value-add. Both approaches have advantages—it really depends on your business strategy and your clients’ needs. We encourage you to align the choice with your long-term goals and the experience you want to deliver.

A: Of course! We now allow advisors to white label their My Money Vision™ course to reflect their own firm’s identity with an added cost to your subscription. This option can be found under the normal subscription on the advisor pricing page.

A: You’re investing in a ready-to-use platform that does two things at once: it trains aspiring advisors and delivers financial literacy education to your clients’ children. That includes a full curriculum updated annually, templates and guides to make implementation easy, seamless integration with tools like eMoney and CLIC, and ongoing coaching support. In short, you’re paying for a ready-made system that saves you time, strengthens client retention, and creates new revenue opportunities, saving you and your business from future uncertainties.

A: We offer continual post-purchase support to you as a part of your subscription to us! You will have our contact information and we make sure to prioritize your concerns and feedback.