Introducing Financial Advisor Ally. An innovative program that advisors have come to rely and depend on. One that enables you to:
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...
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.
Scott & Bethany Palmer Senior Instructors