Using JourneyGuide Retirement Planning Software to Help You Extend Client Relationships, Drive Revenue
Join us for insight into how JourneyGuide retirement planning software can help you in your practice by converting your wealth management clients’ savings into lifelong income. You’ll increase your AUM and drive revenue by extending your client relationships up to an additional 30 years. There will be a short demonstration of the JourneyGuide program, so you can see how easily and quickly you can create retirement plans for all of your clients, improving their retirement outcomes with customized strategies in line with the latest guidelines.
FSP members have access to a full year of JourneyGuide for free, and this program will clarify why our newest member benefit holds such great value.
You will learn:
- Why the common approach of treating retirement as a subset of your wealth management services leads to loss of clients as they move their assets to retirement institutions
- How making retirement planning an equal part of your wealth management strategy can help you retain AUM after your clients retire, extending client relationships an additional 30 years through retirement
- How JourneyGuide retirement income planning software can help you extend client relationships and improve client outcomes, driving revenue and growing your practice
You can also visit the JourneyGuide website for more information: Journey Guide Info
This webinar is free for all FSP members and nonmembers. However you must be an eligible member of FSP to receive a free year of access to JourneyGuide. For information on joining FSP, click here.
Charles Clark is EVP, Sales and Marketing for JourneyGuide Planning software. JourneyGuide is in its 5th year and is recognized as the newest entry into the retirement income planning market. The company has been recognized as an innovator by journalists and experts in the financial technology (fintech) market, and has won awards for its innovation – most recently from the Bank Insurance and Securities Association (BISA). Prior to his role at JourneyGuide, Charles was one of the original people who started eMoney Advisor, a recognized market leader in wealth management financial planning. At eMoney, Charles was SVP, Sales and Business Development until the company was sold to Fidelity Investments. Charles has also been a trusted advisor and consultant to CEOs of other leading venture-backed fintech companies. Charles received his B.A. degree from Syracuse University where he majored in Economics.
This is a FREE webinar for FSP members and non-members who want to find out more about JourneyGuide.
You must be an eligible member of FSP to receive a free year of access to JourneyGuide.
- Register online by selecting the "Register" button above.
- Call our Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
- Refund Policy
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This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. The recording will also be accessible by all FSP members in the Member Resources area of the Website within 24 hours of the webinar.
Can't attend the live webinar? Register anyway and you will automatically be sent the link to the recording.