Wealth Experience Institute

The Goals Driven Experience

Press Release – Our New Website!

In April 2019, Wealthcare announced that it launched a new website, www.wealthcareGDX.com. This new website shows how the firm’s brand has evolved from a financial planning software focus to a complete goals-driven experience (GDX) for advisors, firms, and investors. Read the full press release here: https://bit.ly/2UpKMVc



MMI Article: The Roadmap to Improved Investor & Advisor Outcomes

A quote from Russ appears in a paper that MMI just published. In this ground-breaking article, Russ and other industry leaders contributed their perspectives on the future of advising.

Welcome to the Goals Driven Experience

Most financial plans are worthless.

They are created based on responses to a static survey in an effort to instill
confidence in a client’s retirement. They are evaluated quarterly and when the
markets move. They don’t reflect real life.

Infographic – How Financial Advisors Can Embrace the Experience Economy

Today, it’s all about having a “great experience”.

Infographic – 7 Questions Clients Wish Their Financial Advisor Would Ask

Asking great questions can lead to great relationships!

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