MoneyGuidePro
MoneyGuidePro financial plan software is designed to help wealth managers and their clients maintain their financial plans. It also features a client platform, SMART Portal, as well as a Play Zone. These tools enable advisors to focus on long-term goals and build models of client portfolios. Clients have the option to participate in the financial planning process and make adjustments.
MoneyGuidePro Pro is available in three editions. MoneyGuidePro One, the most basic version of MoneyGuidePro, is available. MoneyGuidePro Pro Pro and Elite offer more features, including tax planning, risk management and estate planning. Envest purchased MoneyGuidePro recently for $500 million.
MoneyGuidePro provides a presentation tool that allows advisors and clients to convert their client plans into PowerPoint-style displays. This allows clients to visualize the plan which is vital for client engagement. MoneyGuidePro has a life-expectancy calculator that allows users to enter their smoking history and other information. This helps advisors compare their clients' plans against previous projections.
FreshPlan
FreshPlan software is a financial planner that financial advisors can use to quickly create financial plans. It comes with a visual organizer, calculators and infographics which make the process quick and easy. It is easy to use wherever you are because of its versatility. You can create a plan either for one client or for multiple clients.
FreshPlan is available as a variety of versions. While the first version is completely free, the Elite version includes features such as risk management and estate planning. The Elite version also offers tax planning. Envest bought the company for 500 million. FreshPlan is an excellent option for small financial institutions. It is affordable and can be used immediately after it launches.
Financial advisors can track the progress of their clients' financial plans using this software. You can set up alerts to notify you of important financial events. The system also has a central advisor dashboard that's intended to be the focal point for comprehensive financial planners.
FAQ
What is the difference between counseling and life coaching?
Counseling focuses on helping clients to resolve personal problems. Life Coaching teaches them skills for success across all areas of their life.
Counseling is an individual service, where you meet with someone who helps you solve particular problems.
Life Coaching is a group service where you meet with peers to help each other grow as individuals.
Most life coaching can be done online or over the phone, while counseling is done face-to–face.
Life coaching is typically focused on building skills and positive habits to achieve your goals and dreams. Counselors are more likely to address current problems.
The main difference between life coaching and counseling is that counselors help with problems, while life coaches assist you in moving beyond those problems and creating a fulfilling life.
What are you focusing on when coaching life?
It is the ability to help others develop their talents and strengths in order to achieve their goals.
Learn how they think and what motivates them. Also, learn where they are going wrong. To help them find solutions to problems they have.
To give them the confidence and self-belief they need to take charge of their lives.
To help them make better decisions and move forward.
Teach them how happiness, health, fulfillment, and success can all be achieved.
To assist them in developing practical communication skills.
To help them build strong friendships.
To show them how they can manage their time efficiently.
To help them understand how they can motivate themselves and others.
To model leadership.
What are the steps in life coaching?
Life coaching does not only help people find solutions to their problems. Instead, it helps them find what interests and passions they have so they can turn these passions into a positive influence in their lives.
Coaching can help you find what is most important and give you the tools to live the life you desire. It will help you take control your future by helping to identify who you truly are and what you want.
Coaching can also help you to understand yourself and others. These are essential traits for healthy relationships. Coaching gives you tools that will help make you a better parent or friend.
Statistics
- Life coaches rank in the 95th percentile of careers for satisfaction scores. (careerexplorer.com)
- These enhanced coping skills, in turn, predicted increased positive emotions over time (Fredrickson & Joiner 2002). (leaders.com)
- According to relationship researcher John Gottman, happy couples have a ratio of 5 positive interactions or feelings for every 1 negative interaction or feeling. (amherst.edu)
- People with healthy relationships have better health outcomes, are more likely to engage in healthy behaviors, and have a decreased mortality risk.1 (verywellmind.com)
- Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (careerexplorer.com)
External Links
How To
What questions do life coaches ask?
Life coaching is a great way to help people become better at living by developing self-awareness, self-care, and positive change. It is a great profession for those who wish to make a difference in the lives of others.
Life coaches are trained to listen carefully to clients, understand their problems, and guide them toward solutions. They can give advice on all aspects of life, from relationships to finances and health to parenting, nutrition, spirituality, personal development, and even financial planning.
They can help identify any issues that could be holding you back from reaching your goals and help you devise strategies to overcome them.
A life coach can help you improve your diet, exercise, social interactions, and any other aspects of your life.
A life coach can help you discover your path and give suggestions for getting started.
Some of the questions they might pose include:
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What do you desire from life?
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What does it feel like to wake up every day?
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Where would you like to be in five years?
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Who do you admire? Why?
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What makes us happy?
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What does success for you look like?
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What are you afraid of?
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What is the greatest strength of you?
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What are some areas you should work on?
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What's one thing you wish that you knew before you began your journey.
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What are three things that you enjoy doing?
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What are you most grateful for?
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What are your core values?
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What is your greatest value?
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What are the things that you don't like?
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Do you understand why you feel/act the way you do?
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Are there times that you feel stuck?
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Have you ever felt depressed?
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What did you learn from this experience?
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What do other people think about you?
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What is your opinion of yourself?
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How do other people perceive you?
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What are your friends and family saying about you
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What has been your greatest challenge?
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What is the best advice you have received?
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What was the biggest mistake you made?
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What are others expecting from you?