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 holistic and ongoing view of a client’s entire financial life. With our support, we will enable you to stand out from the competition, grow your practice, and deliver an outstanding client experience.

Videos

We encourage you to “Reset Your Comfort Zone” and revisit Wealthcare’s core offerings through this series of educational, interactive webinars focused on our suite of planning technology and investment tools. Hear more details from Mark Ciucci and Matt Regan in this intro video.

Hailing from the small town of Canfield, OH, Mowry (“Mo”) Young and his team at The Young Financial Group achieved impressive growth and success by leveraging Wealthcare’s platform. Mo and his firm are a testament to the benefits that our core offerings can bring to your advisory practice and your clients’ lives. Hear a snippet about how Mo leveraged our GDX360 technology and process to elevate his business and role as his clients’ trusted partner. For the full recording, click here.

Thank you to all of our advisors who participated in the “Reset Your Comfort Zone” challenge! We hope you were able to revisit Wealthcare’s core offerings and learn how our processes, tools, and technology can add immense value to your practice and clients’ financial lives. Click to hear a recap of the last 5 weeks and what’s coming next.

BIT 1 - Foundations of Goals-Based Planning

Mark Ciucci, our Sr. Practice Management Consultant, tackled one of the most common questions he gets from advisors: “Which planning software approach is better, cash-flow or goals-based” in our week one BIT training. Click here for the recording.
Foundations of Goals-Based Planning PowerPoint slides from the week one BIT.
This white paper by Mark Ciucci differentiates Goals-Based vs Cash-Flow-Based Planning software and helps you understand which software is right for different client cases.
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 holistic and ongoing view of a client’s entire financial life. Add this short “The Bucket Conversation” whiteboard video to your website, social media, and email to show your clients exactly what you do differently for them.
Wealthcare’s approach to financial advising, your clients finances and life is quite different when compared to that of the typical advisor. When explaining our approach, advisors often use an illustration. Learn how to deliver “The Bucket Conversation” in person, on a tablet, or whiteboard by watching Wealthcare Advisor, Russ Thornton’s demonstration.
This “The Bucket Conversation” Quick Reference Guide includes complied scripting, social media and email copy, along with links to the video and training demonstration.
Place one of these goals-driven email banner ads directly under your signature and link to your website so clients can learn more about you and your planning and investing process. Contact the marketing team if you need help branding this ad for your DBA. For step-by-step instructions for adding Banner Ad’s click to open our QRG.

Thank you to all of our advisors who participated in the “Reset Your Comfort Zone” challenge! We hope you were able to revisit Wealthcare’s core offerings and learn how our processes, tools, and technology can add immense value to your practice and clients’ financial lives. Click to hear a recap of the last 5 weeks and what’s coming next.

BIT 2 - The Math Behind the Comfort Zone®

Mark Ciucci, our Sr. Practice Management Consultant, tackled one of the most common questions he gets from advisors: “Which planning software approach is better, cash-flow or goals-based” in our week one BIT training. Click here for the recording.
Foundations of Goals-Based Planning PowerPoint slides from the week one BIT.
This white paper by Mark Ciucci differentiates Goals-Based vs Cash-Flow-Based Planning software and helps you understand which software is right for different client cases.

Thank you to all of our advisors who participated in the “Reset Your Comfort Zone” challenge! We hope you were able to revisit Wealthcare’s core offerings and learn how our processes, tools, and technology can add immense value to your practice and clients’ financial lives. Click to hear a recap of the last 5 weeks and what’s coming next.

Thank you to all of our advisors who participated in the “Reset Your Comfort Zone” challenge! We hope you were able to revisit Wealthcare’s core offerings and learn how our processes, tools, and technology can add immense value to your practice and clients’ financial lives. Click to hear a recap of the last 5 weeks and what’s coming next.

Place one of these goals-driven email banner ads directly under your signature and link to your website so clients can learn more about you and your planning and investing process. Contact the marketing team if you need help branding this ad for your DBA. For step-by-step instructions for adding Banner Ad’s click to open our QRG.