MyMoneyRoadmap

SERVING ADVISORS

WE HELP ADVISORS DO WHAT THEY DO BEST,
BRINGING CLIENTS & ADVISORS CLOSER TOGETHER.

INTRODUCING THE NEXT GENERATION FINANCIAL LIFE MANAGEMENT COLLABORATION PLATFORM & REDUCING THE COST TO SERVE.

HELP YOU DELIVER TURNKEY, HIGH VALUE COACHING & FINANCIAL LIFE MANAGEMENT TOOLS.
COMBAT THE RISE OF THE ROBO-ADVISOR, REAFFIRMING YOUR ROLE AS A TRUSTED ADVISOR AT A FRACTION OF THE COST TO BUILD OR BUY.

Deepen and retain MORE client relationships
Attract more and better QUALIFIED referrals
Get MORE 10-minute, high impact CONVERSATIONS
Early visibility into new client’s FINANCIAL DNA

Gather and refresh more and better self-service DATA
Automated advisor-driven, BEHAVIORAL COACHING TOOLS
Automated PERSONALIZED REMINDERS and coaching tools
Improve FOLLOW-UP on action-items

Help newer advisors get even MORE PRODUCTIVE QUICKER
Help experienced advisors SCALE more quickly
Manage the calendar and align the COST-REVENUE MODEL

Better PROTECT client data
Retake the trusted advisor BRAND others have tarnished
EMPOWER clients to chart their course and tell others about you

BIONIC FINANCIAL LIFE MANAGEMENT™ SOLUTIONS FOR ADVISORS

BRINGING YOUR GUIDING HAND TO CLIENTS THROUGHOUT THEIR FINANCIAL LIVES.

Financial education & boot camps
Financial seminars and webinars
Self-service with advisor control
EDUCATE | ENGAGE | EMPOWER
Finance Boot Camps

Turnkey, white-labeled client-advisor financial life management collaboration platform
COACH | CONNECT | COLLABORATE
FIDUCIARY FAMILY

Onsite implementation
Advanced configuration
Partner services
Three-to-One Platform

HELPING ADVISORS SERVE THEIR CLIENTS

MyMoneyRoadmap enables clients to drive a larger part of their financial lives with the benefit of their advisor’s targeted coaching. This helps clients focus on what matters most with greater confidence and less worry, putting focus on friends, families, dreams, careers, hobbies and causes.

MYMONEYROADMAP IS A POWERFUL PLATFORM PROVIDING INSIGHTS & TOOLS. IT ENABLES ADVISORS TO BLEND THE SELF-SERVE CONVENIENCE & CONTROL OF TECHNOLOGY.

COACH

your clients on

Financial well being
Investment plans
Navigating life choices
Areas where they need your firm voice

CONNECT

with your clients

Via leading edge technology
Through turnkey online, mobile and video capabilities
To minimize data collection and protect information
To schedule effective client conversations

COLLABORATE

with your clients

To roadmap your clients success
To test drive alternative plans
To determine the best way forward
To monitor the plan and action steps

CENTERED ON YOUR PRIORITIES, AS YOU DEFINE THEM:

Comprehensive profile
Financial Check-up
Financial Goals
Retirement Roadmap

What I have
Where I spend
Setting priorities
Building a plan

Knowing my preferences
Knowing my risk readiness
Investing smart
Taking the right risks

Marriage
Children
Home
Vacation & Hobbies

Navigating health
Family care giving
Navigating life changes
Navigating natural disasters

RESEARCH, NEWS AND EVENTS

WORLD ECONOMIC FORUM RESEARCH

“The Future of Financial Services: How disruptive innovations are changing the industry”
Download White Paper

PWC RESEARCH

“Blurred Lines: How FinTech is Reshaping Financial Services”
Download White Paper

MCKINSEY RESEARCH

“The Virtual Financial Advisor: Delivering Personalized Advice in the Digital Age”
Download White Paper

LET’S CONNECT

OUR ADDRESS

info@mymoneyroadmap.com

Adorant Group LLC
155 North Wacker Drive, Suite 4250
Chicago, Illinois 60606

www.MyMoneyRoadmap.com

BRING YOUR INSIGHTS PROFITABLY TO MORE CLIENTS THAN EVER

WE HELP ADVISORS DO WHAT THEY DO BEST,
BRINGING CLIENTS & ADVISORS CLOSER TOGETHER.

INTRODUCING THE NEXT GENERATION FINANCIAL LIFE MANAGEMENT COLLABORATION PLATFORM & REDUCING THE COST TO SERVE.

HELP YOU DELIVER TURNKEY, HIGH VALUE COACHING & FINANCIAL LIFE MANAGEMENT TOOLS.
COMBAT THE RISE OF THE ROBO-ADVISOR, REAFFIRMING YOUR ROLE AS A TRUSTED ADVISOR AT A FRACTION OF THE COST TO BUILD OR BUY.

BRINGING YOUR GUIDING HAND TO CLIENTS THROUGHOUT THEIR FINANCIAL LIVES.

HELPING ADVISORS SERVE THEIR CLIENTS

“MYMONEYROADMAP IS THE FIRST TO TRULY PULL OFF THE NEXT GENERATION PLATFORM THAT HELPS US BRING OUR GUIDING TOUCH PROFITABLY TO MORE CLIENTS THAN EVER”