Everyone has the desire to be understood, especially when it comes to their money. Our software does that so you can provide a financial plan that goes beyond numbers and speaks to their heart helping clients live a wealthy and fulfilling life!
Our software platform uses the psychological process of progressive disclosure to help you understand your clients' deepest motivations. Their 'why'.
What does this mean for you? Providing a financial plan that quickly and efficiently hits the mark the first time.
Create a Purpose of Wealth statement.
Our Key Exercises
Purpose DNA is the beginning of our journey into identity. This short exercise helps clients use a set of words to define their Identity.
This exercise helps set the tone for our entire process of self-reflection. By the end, you will have a curated a list of personal Core Values.
The FEQ Profile improves emotional intelligence to help clients make better financial decisions in both healthy and stressed state.
In order to live Wealthfully, your clients need to articulate what it means to be wealthy AND fulfilled. Defining their unique purpose will give advisors a relational bond that cannot be broken.
A purpose statement is nothing without a plan to live it out. A promise statement creates a daily commitment to oneself and others to live Wealthfully.
Begin to work at the deepest level with your clients by discovering their purpose.
10 client profiles
Access to all exercises
No annual contract
Unlimited client profiles
Includes 2 advisors
Annual discounts available