Wealthcare Insights

The Goals Driven Experience

Spring-cleaning Your Advisory Practice

Spring is a great time for advisors to address inefficiencies in their practices. But where should they start and what should be included? Wealthcare’s president, Matt Regan, speaks to these questions in Spring Cleaning Your Advisory Practice in Investment News. Click to read the article

Matt Regan on Embracing the Art of Listening for Holistic Goals-Based Financial Planning

Listening is a vital tool when it comes to holistic goals-based financial planning. It helps an advisor to establish a plan based on the client’s goals regardless of the state of the markets. It is also a principal element in building a platform that allows advisors to go independent or scale and grow their practice. We invite you to listen to Wealthcare’s President, Matt Regan explains the importance of listening in discussion with David DeCelle on The Model FA podcast.

The Advisor Spotlight – Brad Michels

Learn more about how Brad Michels sets the stage for client success in this inaugural advisor spotlight series podcast.

Additional Podcast Links

Wealthcare Continues to Grow Adding New Advisors and Exceeding $4 Billion in AUM

Wealthcare, two technology-enabled RIAs, and business units of Financeware, a NewSpring Holdings platform company, continues to attract advisors interested in leveraging their platform and service offering to transform their practices.

Wealthcare Expands Business Development Team with Two Key Additions

WEST CHESTER, PA – March 9, 2021 – Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, today announced the addition of Michael Murray and Thomas Roberts to its business development team.

5 Lessons of 2020 Advisors Should Harness in 2021

Most of us are happy to say farewell to the year 2020, but let’s not forget to take the lessons of the past year with us into the future. Our very own Matt Regan shares some key lessons advisors can leverage in 2021 for success in a new article in ThinkAdvisor.


How 2020 Changed Everything While Changing Nothing at All

Wealthcare’s president Matt Regan shares his insights in the latest issue of Wealth Management. The article features Matt’s thoughts on the COVID-19 pandemic and its impact on the financial advisory industry.

Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare

Wealthcare’s President, Matt Regan, joined Craig Iskowitz from Wealth Management Today on the “Itz On Wealth Tech” podcast describing the importance of technology in today’s TAMP.

GDX360 Process

GDX360® is the first experience-based goals-driven process for today’s inspired investor. The easy-to-use process synchronizes financial planning, investment strategies, and advice that empowers investors to make better decisions to help them reach their life goals. Centered on the investor, it delivers three elements of a positive financial experience: Clarity, Confidence, and Control.

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.

What is the “Comfort Zone”?

Comfort Zone is produced by our patented financial planning technology. It simultaneously evaluates your goals, investment strategy, assets, and all other financial resources to determine a level of confidence for you that you’ll meet or exceed your goals.

7 Questions That Clients Wish Their Financial Advisors Would Ask

Financial advisors need an edge. As the industry changes, the battleground for keeping
and growing a book of business is being fought on two connected fronts – providing a
better wealth experience and deepening client relationships.

Winning this battle starts with asking clients great questions.

What Financial Advisors Can Learn from Starbucks, Apple and SoulCycle

People don’t go to Starbucks for the coffee.

Millions of people make Starbucks a stop in their morning routines. They pass other
nearby shops with similar quality coffee in order to wait in line at Starbucks. Why do
so many people choose Starbucks? It’s not for the coffee – it’s for the experience.
Starbucks has created an entire brand identity around delivering a predictable, rewarding
experience for customers across their 13,000-plus locations nationwide. They’ve
mastered what’s been coined the “experience economy.”

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.

Overcoming Four Obstacles to Sustained Advisor Growth

Every advisory business experiences growing pains. But with margins tightening and
competition for top talent at a premium, many advisors are enduring the squeeze and
delaying the critical choices about how to push their business growth to the next level.

As a result, these advisors are finding themselves over-servicing current clients,
chasing unqualified leads and managing nearly every aspect of business operations.
It’s unsustainable, and eventually something has got to give.

The challenges that plague nearly every advisor at some point along their path to
growth fall into four distinct categories. Fortunately, there are clear steps advisors
can take to turn these obstacles into opportunities.


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