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: 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: 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.