🎉 Exciting Announcement for All Lamplighters! 🎉
We're thrilled to invite you to our next Partner Parade, shining a spotlight on a revolutionary tool that promises to transform the way we approach financial planning. Join us for an enlightening Zoom session where we'll delve into the wonders of the Goal Mapper app – a cutting-edge solution designed to elevate your advisory services to unprecedented heights. 🚀
🌐 About Goal Mapper App: The Goal Mapper app is more than just a tool; it's your gateway to fostering deeper connections with clients right from the get-go. With its innovative customer acquisition features, the app ensures that value exchange begins immediately, setting the stage for meaningful interactions and data collection. 📊
✨ What Sets It Apart?
Self-Guided or Adviser-Led Journeys: Whether you're guiding the journey or empowering clients to explore on their own, Goal Mapper is versatile. Plus, our charming retirement graphs can now adorn your website as widgets, enhancing your digital presence.
Effortless Data Capture & Conversion: Begin capturing client data instantly, ensuring a smoother conversion process and a boost in operational efficiency and profitability.
Financial Health Check & Goal Setting: Clients can assess their financial wellness and set realistic, inflation-adjusted goals for the medium to long term – all within a seamless 15-minute session.
Retirement Modelling: Our sophisticated retirement calculator and cashflow model provide clear insights, helping clients understand the retirement pot needed to sustain their future lifestyle. 🌟
Watch out for the Date! Don't miss this chance to discover how the Goal Mapper app can revolutionise your practice, offering high-value digital experiences that win clients and streamline your operations.
Here is a website for the app: https://ammonite.my.canva.site/goal-mapper
Here is how it looks for one of our members,thanks Graham Wells!
https://growiser.coach/resources/financial-health-check/
If you want to go from good to great, you can always rely on the Academy along the way! Stay tuned for more details on the Zoom session date and time. Let's illuminate the path to financial empowerment together!