Financial Planning Consultants

Plan Builder with Financial Notebook  


Develop sophisticated, comprehensive financial plans quickly and easily. Make changes to more than 80 financial variables -  results calculated and graphically displayed immediately. This powerful tool motivates clients to take action NOW!


Client Builder (PowerPoint presentation)


Financial Planning presentation for use with individual prospects or in a group setting. Customization and service available to incorporate your graphics and personnel.


Qualified Prospect Names


500 Names customized to your market, conditioned and ready for immediate import into Practice Builder Marketing.



1,000 Names customized to your market, conditioned and ready for immediate import into Practice Builder Marketing.


Papers and Publications

Personal Coaching Financial Advisors

Guide to Personal Coaching written by Ed Morrow includes Supplement with over 60 financial coach profiles.


Client Relationship Management for Financial Advisors

Theory and reality of maintaining Top of Mind Awareness with clients and prospects using CRM interfaces.  Need for multiple marketing sequences and action plans.  Booklet and diskette.


What’s Your Competitive Advantage?

Market Analysis recommendations and Action Plan tools for financial advisors. Booklet and diskette with spreadsheet and word files for revising your marketing plan.


What is Your Time Worth?

A cost analysis for financial advisors to help set fees and measure the value of personnel and services.  Includes spreadsheets and personnel forms on diskette


Taxes, Shipping & Handling are additionally charged at purchase.

Toll-free technical support is included in the Practice Builder Support & License Agreement until the June annual renewal. The annual support and maintenance fee is among the lowest in the industry while the quality of support is among the highest. Mid-year and year-end client letters are provided. Periodic text and program enhancements are available for download from the website.

Association and Affiliate Membership Discount Programs available.

Call for details 800.666.1656 ext. 305 or e-mail



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