InfoAugust 9, 2018 · Financial
Life Goes on Roadmap Co-Founders Announce Licensing Opportunity for Financial Advisers to Support Clients in Gaining Power, Access and Control Over Crucial Accounts
The co-founders of Life Goes on Roadmap™ today announce that their system for personal financial information organization is available for licensing by financial advisers who seek to support their clients in getting their financial information and documents organized to give power, access and control for those moments in life when the moments matter most of all. Early adopter pricing is valid through August 31, 2018, and more details are posted at www.bit.ly/deeperservice.Press Release VideoLoading the player...Details(prREACH)
Last week in Denver, Colorado, the Life Goes on Roadmap™ system for personal financial information organization made its debut before just shy of 100 fee-only CERTIFIED FINANCIAL PLANNER™ Professionals at the annual professional development retreat for the Garrett Planning Network to welcome new licensees, rave reviews and strong interest.
Created by CFP Steve Juetten and his wife Nancy Juetten, Life Goes on Roadmap is a proven, practical, engaging system for personal financial information organization that financial advisers can brand as their own to serve their clients more deeply, fill a gap that may exist within their own service offerings, set themselves apart as Life Goes on Roadmap™ preferred providers, attract referrals, and also make more money through inspired service.
The need to create this product came to light in late 2017 when Nancy asked her husband Steve to get her up to speed about all their passwords, account information, and other crucial documents and information so she would be empowered to drive life forward if something should happen to him.
When they completed that assignment on a rainy day in Bellevue, WA, they realized that families everywhere could benefit from the same system. They decided to first reach out to financial advisers in efforts to potentially reach the greatest number of families in the least amount of time.
Nancy explains, "Financial advisers guide their clients to save for retirement, manage their investments, mitigate their risks, and support them in making wise choices for the future. However, many stop short when it comes to making sure their clients have power, access, and control over their most crucial financial information and documents for those moments when life takes a turn. Life Goes on Roadmap™ bridges that gap to serve clients more completely. We've also gamified the process so this can be an epic journey of discovery instead of an administrative task that gets put off for way too long and often to their detriment."
Many a financial adviser has been challenged when clients share that their partner is ill and has a short runway to prepare for what's coming next. Applying time and effort to create a system to support clients in getting their practical paperwork and documents organized and in the right places may have been on the to-do list for way too long. Friends and family members whose lives are touched by the urgent situations like these may be triggered to get their own acts together before life happens to them -- while they are in the prime of their lives and looking forward to epic adventures still to come.
The Life Goes on Roadmap™ system for personal financial information organization meets this need in an engaging way that ignites powerful conversations as couples course correct to make sure both parties are on equal footing when it comes to having power, access, and control over their most important accounts.
Combining Nancy's marketing and communications talents with Steve's financial planning expertise to create this system has proven to be effective. Thousands of couples have downloaded their 5 Blind Spots for Couples That Stop Financial Empowerment and How to Course Correct for a Smoother Journey special report. Scores of special report subscribers have become clients of the Life Goes on Roadmap system in a short period of time.
With the endorsement of Sheryl Garrett, founder of Garrett Planning Network, and the raves of clients across the country who sing the praises of Life Goes on Roadmap™, the Juettens welcome conversations with financial advisers who want to brand this system as their own to serve their own clients in this powerful, engaging way.
An educational video that explains the licensing opportunity can be found at www.bit.ly/deeperservice. Early Adopter Pricing is valid through August 31, 2018.
About Life Goes on Roadmap™
Created by CFP Steve Juetten and his wife Nancy Juetten, Life Goes on Roadmap is a proven, practical, engaging system for personal financial information organization that financial advisers can brand as their own to serve their clients more deeply, fill a gap that may exist within their own service offerings, set themselves apart as Life Goes on Roadmap™ preferred providers, attract referrals, and also make more money through inspired service. Life Goes on Roadmap can also be purchased on an a la carte basis to serve as a gift for a loved one. Nancy Juetten says, “Life Goes on Roadmap™ is a great gift that shifts conversations from drama, trauma, and chaos to calm, ease, and peace of mind for those moments in life when the moments matter most of all.”LinksQuotes"We are pleased to offer the proven Life Goes on Roadmap™ system for personal financial information organization as a done-for-you system that financial advisers can brand as their own. They can serve their clients more completely, while making sure both parties in a relationship have power, access, and control over their most crucial information and documents -- especially when life serves up a bump in the road."ImagesContact
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