Brief Interactive Trainings (BITs) designed to help advisors understand, adopt, and integrate our suite of GDX360® planning and investment technology. GDX360 is a goals-driven financial guidance system that aligns your client’s money with what matters to them most, empowering them to make better decisions to help them attain their life goals. This process is a…
ADVISOR MATERIALSWhite Papers Overcoming 4 Obstacles What Financial Advisors can Learn from Starbucks, Apple, and SoulCycle Goals-Based vs Cash-Flow-Based Planning Math Behind the Comfort Zone Brochures Understanding Goals-Based Wealth Management – WCM Understanding Goals-Based Wealth Management – WCAP Build Your Brand Guide GDX360 – WCM GDX360 – WCAP The Wealthcare Difference: Our Investment Approach The…
Wealthcare Direct (WC Direct) is a service expansion of our complete outsource solution for advisors. This is an extension of our support model that will allow advisors to create leverage and scale their practice THE PROBLEM• Advisors often “max out” their current book of business due to time constraints • Too many advisors fail to…