Financial Planning Consultants

Practice Builder     Plan Builder     On-Site Training

 

Practice Builder User Workshops

Practice Builder offers a full day of learning, exploring, interacting

and brainstorming. 

This one-day program fully involves you in the techniques and practice for the complete utilization of Practice Builder.

Learn how to use your powerful software program to:

  • Cover the latest features
  • Increase productivity
  • Manage Marketing campaigns
  • Explore the capabilities of Practice Builder
  • Harvest referrals

Interact with your peers asking questions of the support specialist instructor and use the opportunity to network with other users to find out how they use Practice Builder.

Recent Workshops: To host a workshop in your area, please contact us today for further details. 

Recent Workshops:

 

Sponsor a Hands On Workshop at your office

 


 

Plan Builder User Workshops

Plan Builder offers Comprehensive Personal Financial Planning user workshop across the country. 

This one-day workshop will cover all elements of Comprehensive Financial Planning - from Client Engagement and Fact-Finding, Analysis and Projections, to Recommendations, Service and Monitoring. Bring your laptop computer and questions or cases you would like to discuss.

Learn how to use your powerful software program to:

  • Get information from prospects
  • Streamline data input
  • Solve client's needs in a matter of minutes as they watch!
  • Motivate clients to take action with a meaningful Financial Plan
  • Customize your own basic financial plan
  • Find out where the numbers come from
  • Learn about new features and flexibility, get your questions answered, and be a part of the future as we listen to your desires and needs for your financial planning operation.

David Stitt will be the leader and instructor for this workshop. For more than 9 years David has been actively involved with development, sales, and training of this program. Previously, David developed the ProPlan financial planning software program in the 1980s and have more than 30 years experience in the industry. Recently he acquired all rights to the software from CCH and LifeGoals. Together with Financial Planning Consultants, we plan to continue to enhance the powerful features and benefits of the software for our financial advisor customers as part of The BUILDER Suite of tools.

To sponsor a workshop in your area, please contact us today for further details. 

Recent Workshops:

Sponsor a Hands On Workshop at your office


On-Site Training

Build Your Practice On-site

These sponsored programs fully involve you in the techniques and practices of the complete utilization of Practice Builder. You will be challenged to explore the capabilities of Practice Builder. This training covers the most current features available:

  • Techniques to differentiate yourself by leveraging the client relationship management capabilities of Practice Builder for Top of Mind Awareness
  • Methods for implementing your "Best Practices" across targeted clients, prospects, and referrals with less demand on the time needed for one-on-one communication
  • Best practices for utilization of the client/prospect screens
  • Effectively implement the Referral Campaign
  • Orchestrate seminar from the beginning to the follow up
  • Ways to strengthen client communication
  • Answers to your questions...

Practice Builder will assist our users with installation prior to the on-site training event.  It is the responsibility of the User to export data from their existing database to Excel or ASCII comma delimited file structure. If the file must be formatted for the Practice Builder import by our support team the file must be e-mailed to our office two weeks prior to the training for conversion and testing. (Conversion and Testing charges our $150).

Ask us about hosting a Practice Builder training for less.

Pricing Options

Financial Planning Consultants will send a trainer for on-site consultation and training to your office for one, two or three days.  For more information contact our sales representative or call 800.666.1656.

The Practice Builder User will be responsible for other expenses including, coach airfare from Dayton or Cincinnati, lodging for the entire training period.  this will include flying in the night prior and depending on your location, lodging for the last day of training, any taxis or incidental expenses incurred by the trainer.

 

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