Page 9 - Money Concepts Corporate Brochure
P. 9
THE EVOLUTION OF AN INDUSTRY
Increased wealth and aging of baby boomers created a new paradigm, a new
dynamic in the financial services industry. People’s thirst for financial knowledge is
growing. Today’s consumers want more than a financial product or even a financial
plan, they want an ongoing relationship with a wealth mentor, their own personal
CFO who will provide guidance, coordination and oversight on an on-going basis.
BANKS
LAW INSURANCE
FIRMS AGENCIES
OLD PARADIGM
CLIENT
ACCOUNTING BROKERAGES
FIRMS
FINANCIAL
ADVISORY FIRMS
BANKS
LAW INSURANCE
FIRMS AGENCIES
NEW PARADIGM PERSONAL
WEALTH
COACH
ACCOUNTING BROKERAGES
FIRMS
FINANCIAL
ADVISORY FIRMS
Using a holistic approach to wealth management through the financial
planning process, our “turnkey” solutions will help position you as your clients’
“go to” wealth advisor. You will be able to offer your clients professional financial
solutions using only non proprietary products and have access to experts in all
areas of wealth management, assuring your clients the widest diversity of
opportunities to achieve their financial objectives.
