Monthly Marketing Boost 2022With Wealthcare, advisors are equipped and empowered with the tools they need to build their market footprint.Marketing keeps you at the forefront of your existing client’s mind and helps you recruit new ones. It’s incredibly important to the success of a business but marketing your business takes work. The more organized you…
Monthly Marketing BoostWith Wealthcare, advisors are equipped and empowered with the tools they need to build their market footprint. Marketing keeps you at the forefront of your existing client’s mind and helps you recruit new ones. It’s incredibly important to the success of a business but marketing your business takes work. The more organized you…
Wealthcare’s Held-Away Account Trading and Management Partner Pontera (formerly FeeX) is revolutionizing wealth management by making it possible for financial advisors to actively manage 401ks and other held away accounts. The Pontera solution empowers advisors to offer comprehensive, holistic services to their end clients by enabling held-away account management and trading. Pontera also partners with…
Estate Planning Made Easy Trust and Will is a complete, simple, and affordable Estate Planning solution for your clients without a complex estate which enables you to provide the level of support that best matches your advisement style. Trust and Will discusses how, why, & when you might consider introducing some of your clients to Trust & Will…
Who is DPL: DPL Financial Partners is an insurance network for RIAs, providing easy access to low-cost, commission-free insurance products. In addition to their products, they provide expert advice and education so fiduciary, Fee-Only advisors can leverage the benefits of these products for their clients. Wealthcare is a member of DPL, and with us as…
Counsel Trust Company is an independently owned, fiduciary, non-depository trust company…. established to provide corporate trustee services to outside investment advisory, accounting, and legal firms. Ed Crooks Listen to Ed and Brandon Crooks with Counsel Trust Company, our new trust company partner, present “Modern Trust Concepts”. This recording of October 2020’s interactive Practice Management webinar covers the following topics: • Advisor…
Wealthcare is now offering clients FICA® For Advisors (“FICA”) We now have a high-yield cash account solution to attract held-away cash and provide additional value to our WCAP clients. FICA is administered by StoneCastle Cash Management, LLC, a firm that has been providing insured cash solutions to Fortune 500 companies, family offices, and other institutions for…
What are the Caribou Healthcare Planning Solutions for WealthCareGDX? Caribou is a healthcare planning company that works exclusively with financial advisors to plan for clients’ current and future healthcare costs, creating a more holistic financial plan. Caribou’s software, HealthPlanner, creates a custom HealthPlanning Analysis, tailored around major life events, that saves clients *$6,632 on average…
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…