MoneyGuidePro
MoneyGuidePro financial plan software is designed to help wealth managers and their clients maintain their financial plans. It has a client portal as well as SMART Portal, Play Zone, and SMART Portal. These tools help advisors build models of client portfolios and focus on long term goals. Clients can also participate in the financial planning process by making adjustments themselves.
MoneyGuidePro can be downloaded in three editions. The free version is also available. MoneyGuidePro One offers the most basic version. MoneyGuidePro Pro Pro Elite and Elite versions offer advanced tax planning, risk management, estate planning, and estate planning. MoneyGuidePro was recently acquired by Envest for $500 million.
MoneyGuidePro's presentation tool allows advisors to convert client plans to PowerPoint-style displays. These presentations help clients visualize the plan, which is essential for client engagement. MoneyGuidePro provides a life expectancy calculator which allows users, to include details such as smoking status, to calculate their lifespan. This allows advisors and clients to compare their plans to previous projections.
FreshPlan
FreshPlan is an easy-to-use financial planner software that helps financial advisors make financial plans within minutes. The software includes a visual planner, calculators, as well as infographics to make the process easy. The software's flexibility also makes it easy to use from anywhere. It can be used to create plans for one client or multiple clients.
FreshPlan can be purchased in several different versions. The first version is absolutely free. The other versions have additional features such as estate planning and risk management. Tax planning is also available in the Elite version. Envest recently purchased the company for $500 million. FreshPlan is a great solution for smaller financial institutions. The price is reasonable, and you can start using it as soon as it launches.
The software enables financial advisors to track their clients' plans over time. They can also set up alerts that will notify them of significant events in their clients' lives. A central advisor dashboard is also available in the system. This dashboard serves as the hub for financial planners.
FAQ
Who could become a life coach
Anybody can be a life coach regardless of their age or background.
It doesn't matter if you have any experience in other areas; what matters is your desire and ability to help others.
Life coaches typically have postgraduate degrees and are usually trained at the university level. But, you can also find self-taught life coaches.
What are the responsibilities for a life coach?
A life coach helps people achieve personal goals by providing education on health, nutrition, fitness, work/life balance, relationships, career development, etc.
Clients should have a life coach to help them develop positive attitudes and goals for self-improvement.
The most important thing a life coach does is provide support and encouragement. Although they don't know all the answers, they can help you ask questions and find solutions.
They're there to help you make decisions and take action toward achieving your goals.
What is the difference in a life coach and therapy?
A life coach is there to help you make better decisions and live a better existence. They can help you improve your relationships and learn how to manage emotions. It is not only about making people feel better, but also teaching them how to do it on their own.
A therapist can help someone with emotional issues such anxiety, depression, and trauma. These issues can be understood and treated by therapists.
Life coaches are trained to work with people, but they do not have any formal training in the treatment of mental health conditions. However, most life coaches have some experience working with people dealing with depression, anxiety, or other psychological disorders.
How long will it take to see results?
You might not notice immediate changes after starting therapy, but you will definitely begin to see improvements within several weeks. You'll see changes faster if you stay consistent with your lifestyle.
You might feel less stressed and more confident. This could lead to greater mental peace. These are just two examples of how changing your thinking can help improve your life.
Are life coaches worth the effort?
The simple answer is yes. If you are looking for an easy way out of any problem, you must find another solution. Coaching might be for you if it is your goal to make an impact on people's lives that lasts.
Coaching is all about helping other people make changes. It takes a lot of work but the results are incredible.
You'll learn how to make yourself a better person, and also how to help others grow.
You will feel empowered and strong, and your results will last forever.
If you are wondering whether life coaching is right for you, here are some questions to ask yourself:
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Are I able to know myself enough to make positive changes in my own life?
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Can I be willing to work hard to achieve my goals?
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Are I able to make big changes in my own life? Can I dream big dreams?
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Do I want to improve my life?
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How much time do I have available for coaching?
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What kind of support do I need?
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Is there an additional cost for becoming a life coach's client?
What is the average cost of a life coach?
Life coaches usually charge between $100 and $500 per session.
The average time they spend working on a client's case varies from two weeks to several months, depending on the coaching you are looking for.
The typical fee covers an initial consultation and assessment. There are weekly phone calls or Skype sessions for discussing progress and planning future steps.
As well as providing guidance and support, a life coach will help clients set goals, identify issues, develop strategies for overcoming obstacles and solve problems.
Statistics
- If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)
- This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)
- People with healthy relationships have better health outcomes, are more likely to engage in healthy behaviors, and have a decreased mortality risk.1 (verywellmind.com)
- These enhanced coping skills, in turn, predicted increased positive emotions over time (Fredrickson & Joiner 2002). (leaders.com)
- Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (careerexplorer.com)
External Links
How To
How to become Life Coach
It is one of most common questions that people ask online about becoming a life coach. There are many ways to become a life coach, but you should take some basic steps before becoming a professional life coach.
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Determine what you love doing. Before you can pursue any career, your passions and interests must be known. If you don't know your passion, it can be difficult to get into coaching. Before looking at many options, reflect on what drives you to this career. If you are thinking "I would like help people", then it is time to look into how to be a life coach.
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Set goals and create a plan. Once you know what you want to pursue, make a plan. Start learning about the profession and read books about it. Keep track of everything you learn so you can refer to them whenever you need. Without a clear goal or vision, don't rush to do things. Set realistic goals that are achievable over the next few months.
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Be patient. It takes patience and dedication to become a life coach. The first year of coaching is the most difficult. The initial training period will require you to spend approximately 2-4 hours per work week with clients. You will be required to work weekends and long hours. You won't feel exhausted if you enjoy what you do.
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Be certified. You will need to be certified by a recognized organization like the NLP Certification Institute (NLCI) in order to become a licensed coach. Certification will give you credibility among potential employers and open doors to new opportunities.
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Network. You should also build relationships with other experts and coaches. Learn from other coaches and seek their advice. You will have the experience to offer support to coaches just starting their journey.
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Never stop learning. Never stop learning. Read books, articles and blogs about the field. Learn more about psychology, communication, and human behavior.
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Be positive. Negative attitudes are one of the biggest errors made by new coaches. Always remember that a successful life coach has a positive attitude. Your words and actions will reflect back on you. Remember to smile and have a positive outlook!
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Practice patience. The first year of being a life coach is often the most difficult. Take breaks and remember why you made the decision to become life coaches.
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Enjoy the process. It may seem like an endless road ahead, but the rewards are far greater than the obstacles. You'll make amazing friends and you'll also gain personal growth.
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Have fun. Finally, enjoy the ride. Remember to have fun.