An innovative program that advisors have come to rely and depend on! 

Keep yourself different!

Introducing Financial Advisor Ally. An innovative program that advisors have come to rely and depend on. One that enables you to:

  • Differentiate yourself
  • Attract more prospects
  • Know your current clients better
  • Recommend more suitable investments
  • Offer a unique "value" add
  • Keep your clients for life 

Included in Financial Advisor Ally!

  • Financial Advisor Ally Learning Center – This module based course (course content listed above) will give you all the training you need.  
  • 5 Money Personalities Book – This best selling book will come right to your home. 
  • Co-branded Money Personality Assessment – you will receive your own personalized link to a Money Personality Assessment that is yours, branded with your picture, logo and message. Knowing their 2 Money Personalities gives you the insight and knowledge to approach your client in a way that will connect, educate and excite them. Once you receive the link to your personalized page you can put it on an ipad for your clients as they enter your office, embed it into your website, or send it to your clients in an email.Put it on your website and use it as a prospecting tool too. That’s right you will get their contact information for you to prospect and connect. 
  • A Seminar for you to use with your clients – upon completion of your training we give you the slides and tell you exactly what to say – it is a fun, interactive seminar that is great to use with prospects or existing clients. 
  • A Product Feature Preference chart – we have made it so simple – this chart shows you what product features each Money Personality is attracted to – you can now give your client exactly what will appeal to them.  
  • Quick Reference Guide – a guide that outlines the power words, the do’s and don’ts, strengths, weaknesses, summary and opposite dynamic of each Money Personality. 
  • Connect with Prospects templates – this easy to use letter and email template gives you all the words to approach current clients or prospect to new clients your new found knowledge that will touch their life in a whole new way. 
  • Connect with current clients templates – trying to find new reasons to connect with your current clients – that wait is OVER. You can use the letter and email template to reconnect with your current clients.  
  • Book giveaways – many like to give a 5 Money Personalities book away at their seminars or to clients as a take away. We have arranged for a discounted price of $10 per book. 
  • Certificate of completion – complete the online course and you can now short 20 question quiz call yourself a Money Personalities Financial Advisor.  
  • Access to Scott and Bethany – Your membership gives you special access to them directly so you can get any and all questions that you have answered.

Curriculum for Your Learning Center

Whether you want to revamp or simply enhance your client approach, Financial Advisor Ally is a comprehensive program to introduce the 5 Money Personalities into your practice. The Learning Center will teach you the KEEP approach to your client base.  

 K – Keep yourself different  

 E – Educate yourself  

 E – Embrace your clients Money Personalities  

 P – Proceed with Confidence  

Below is the Outline of what is included in your learning center

Welcome to Financial Advisor Ally  

Greetings from Scott & Bethany Before we begin...  

Module 1: Keep Yourself Different 07:43  

Lesson Video 1 of 3 - Keep Yourself Different Lesson Video 2 of 3 - Keep Yourself Different Lesson Video 3 of 3 - Keep Yourself Different Take the Money Personality Assessment  

Module 2: Educate Yourself 26:55  

Lesson Video 1 of 7 - Intro and Dynamic One Lesson Video 2 of 7 - Saver Lesson Video 3 of 7 - Spender Lesson Video 4 of 7 - Risk Taker Lesson Video 5 of 7 - Security Seeker Lesson Video 6 of 7 - Flyer Lesson Video 7 of 7 - Dynamic 2 Resource: Financial Advisor Quick Reference Guide Resource: Financial Advisor Product Features  

Module 3: Evaluate your clients with the Quick Take 09:35  

Lesson Video 1 of 3 Introduction - Evaluate your clients Lesson Video 2 of 3 - The Quick Take Lesson Video 3 of 3 - The Gift Money Personality Quick Take  

Module 4: Proceed with Confidence 09:48  

Lesson Video 1 of 4 - Introduction to More Confidence Lesson Video 2 of 4 - Confidence Builder Tips Lesson Video 3 of 4 - Prospecting Lesson Video 4 of 4 - The Appointments Template: Prospect Email and/or Letter Powerpoint Presentation  

BONUS Module: Your 5 Money Personalities Presentation Training 28:06  

Welcome to your 5 Money Personalities Presentation VIDEO: Presentation training PDF: 5 Money Personality Presentation PDF: 5 Money Personality Presentation Notes  

Wrap UP 01:13  

Video Wrap up from Scott & Betha&y More resources for you Before you go...


About Your Instructors

With over 25 years of financial advising experience, Scott and Bethany Palmer, The Money Couple, have been entrenched into the Financial Advisor world.  

Scott has been in the industry with Securities and Life Insurance Licenses for 20 years. Starting out in the retirement plan space he is now focusing on 55 and older clients with a Social Security specialty through his RIA, Defined Wealth, INC.  

Bethany had her book of business that included 1000 clients, beginning in 1990. She stepped out in 2000 to focus on building Envoy Financial, a TPA, Recordkeeping and Advisory firm, who specialty is serving the faith based marketplace. She has recently stepped down as President and now focuses, full time, along with Scott, on The Money Couple.  

They can be seen on national TV and radio who speak internationally about healthy, wealthy relationships. With their over 25 years of financial planning experience, they launched “The Money Couple” to put an end to fights and divorce caused by money.  

ScottandBethany@TheMoneyCouple.com

Scott & Bethany Palmer Senior Instructors