Moneytree Insights
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How the Challenger Sales Method can Help You with Financial Planning
The Challenger Sales Method establishes a framework that allows your insight and expertise to become the differentiator to engage and win over new clients.
The Financial Advisors’ 2021 Digital Marketing Checklist
We put together the Financial Advisors’ 2021 Digital Marketing Checklist to help establish a professional brand image online and attract customers.
2021 Tax Changes Available Now in Moneytree Plan
With a new year comes new tax numbers. Adjustments to tax brackets, standard deductions, exemptions, and more are now available in Moneytree Plan.
RMD Start Ages in Moneytree Plan
RMD timing can be a confusing topic. It can help to conceptualize it by asking this question: If my client is 71 today, will they turn 72 before December?
Take Control of Your Sales Process
What do you think of when you hear the words, “take control”? The last behavior in the Challenger Sale, Take Control, is the most misused behaviors and quite honestly, why the methodology sometimes gets a bad rap.
Start with Your Clients’ Goals and Tailor Plans to Reach Them
Knowing your customer is also how you can really help them with a tailored approach to their goals. An advisor needs to truly take the time to understand the needs of their clients and then present data that is relevant to their specific life journey – that’s how you win clients!