Financial Professionals
Who You Are
Our memberships benefit and help a wide range of client-based, service-oriented professionals including, but not limited to, all of the following listed below.
Financial Advisors
Accountants
Wealth Managers
Lawyers
Bankers
Real Estate Professionals
Experience the Benefits of Becoming a Member
Value Add
Providing a financial education platform to your clients for no cost can be a great way to add additional value to the services you already provide so they can benefit even more and improve their financial future further.
Client Service
Clients with increased financial literacy and access to financial content will create more opportunities to communicate their needs more effectively, as well as for you to be more efficient with providing exceptional service.
Competitive Advantage
Many professionals focus on providing services to their clients but neglect to offer financial education. Stand out by providing your current and prospective clients with a platform dedicated to financial education.
Referrals
Create referral opportunities from your existing clientele by providing a major value add in the form of financial education that will make it hard for clients not to share where their newfound knowledge came from.
Tax Deductible
Memberships with Money Minds are tax deductible which can result in tax savings of, on average, between $200-300 making the membership even more worthwhile and affordable.
Increased Business
Knowledgeable clients understand the importance of the products and services you offer. Increasing their financial literacy will open up new opportunities to provide additional services to better meet their needs.
Membership Plan
Sign up for the annual membership so you can bring additional value to your clients and improve their financial future. Both you and your clients will be able to access the membership features below.
Annual Membership
- Primary Account + 1,000 Sub Accounts
- Access to In-Depth Webinar Episodes
- Access to Premium Articles
- Access to Members Forum
- Access to Book Key Points
- Use of Comprehensive Tools & Resources