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
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.
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.
Today, it’s all about having a “great experience”.
Asking great questions can lead to great relationships!