Over years, if not decades, you help clients understand their financial goals, manage uncertainty about the future, and solve real-world financial problems. Above all, you're there to help clients make smarter financial decisions, coaching them through good times and bad.
So why confine your client relationships to infrequent in-person meetings?
Real Finance is a product of Decision Partners, a leader in online financial education. For the first time, Real Finance offers advisors access to the proven online learning platform that's used by major banks, national non-profits, state-affiliated organizations, and hundreds of universities.
Real Finance blends best-in-class learning technology with the personalized collaboration and guidance that only you can give.
There are four components to Real Finance:
Financial Engagement Platform - Our proprietary platform adapts to each client's goals, encouraging them explore topics they may not have considered before. Each client creates a portfolio of exercises, assessments, and courses - helping you gain insight into their needs and interests for more productive meetings and conversations.
This Week @ Real Finance brings new financial education topics to your clients' inboxes each week. Clients also have access to our 150,000+ word library, including dozens of videos, interactive exercises, and assessments. You can choose which courses to offer, tailor them to the needs of your clients, and even add your own content (including survey and quiz questions) in just a few clicks.
Real Finance is ready to use right now, with no set up or IT requirements on your end. A modern, fully responsive design delivers a great experience on any device - including PCs, smart phones, and tablets.
For firms with specific branding and content needs, we also offer custom solutions that can seamlessly integrate Real Finance into the look and feel of your website. We offer a range of content and platform customization options, including single sign-on integration with your existing client management system, line-by-line content editing, and the modification of Real Finance calculators/assessments. We're also happy to produce custom videos, topic modules, and assessments based on your needs.