The Fynancial Fitness Course
The way RIAs retain the next generation of wealth.
A fully automated finance course that helps build relationships with your client’s kids and grandkids.
REACH THE NEXT GENERATION
PROVIDE VALUE AND EDUCATION
SECURE A LEGACY OF CLIENTS
It’s hard to reach your clients’ kids and grandkids.
With Fynancial, now you can.
Most RIAs struggle to find ways to secure the next generation of clients.
The Fynancial App is a 6-week course that is fully automated. The app empowers RIAs to educate their client’s kids, build relationships, and talk to them about their financial future.
Now you can create your own legacy of clients.
Deliver a fundamental financial education through professional video content.
– 18 engaging videos, 6 minutes each
– Distributed over a fully automated 6 week course
– Taught by Tom Fields, CFP®, Founder of Fynancial
Engage your clients and build real relationships through our social features.
– Send direct messages for one-on-one conversations
– Like and comment on posts all within the Fynancial App’s social features
– Build trust by becoming their financial guide during their course
Invite users to open investment accounts and plan their financial future with you.
– Fully customized call-to-action links
– One-click away from opening an account
– Meet your clients where they are: their devices.
Deliver a fundamental financial education through professional video content.
– 18 engaging videos, 6 minutes each
– Distributed over a fully automated 6 week course
– Taught by Tom Fields, CFP®, Founder of Fynancial
Engage your clients and build real relationships through our social features.
– Send direct messages for one-on-one conversations
– Like and comment on posts all within the Fynancial App’s social features
– Build trust by becoming their financial guide during their course
Invite users to open investment accounts and plan their financial future with you.
– Fully customized call-to-action links
– One-click away from opening an account
– Meet your clients where they are: their devices.
The Financial Fitness Course Overview
Week 1 - Introduction to Monthly Budget Tool
a. Calculate and report current bank account balance
b. Estimate current expenses for the full calendar month.
c. Understand Checkbook
Week 2 - Introduction to Expense Budget Tool
a. Customize your own expense budget, and realistically calculate available funding for the expense budget
b. Understand your true 2-week income and expenses
WEEK 3 - Building your baseline ($1,000)
a. Revisit and revise additional income or expenses
b. Focus on reducing variable expenses
c. Understand your consumer debts and interest rate
WEEK 4 - Introduce Financial Fitness Steps to Success
a. Finalize income and expenses. Looking into next month and applying free cashflow.
b. Begin High-Intensity Investment Training
c. Close out month
WEEK 5 - Understand the accounts for investing
a. Understand the vehicles of investing
b. Update next month’s budget and continue to track activity
WEEK 6 - Learn how to begin your investing journey
a. Understand asset allocation and common beginner mistakes
b. 401(k), dollar-cost averaging, term insurance and long-term investing
Real reviews from
real parents.
Real reviews from real parents.
“The Great Wealth Transfer” is running towards us.
“The Great Wealth Transfer” is a transitional period that will take place over the next 20 years wherein a projected $68 trillion will be transferred from Baby Boomers to their children, grandchildren, and other beneficiaries through estate planning and inheritance.
The problem: RIAs don’t have a good way to reach the next generation. We understand how difficult it is to get a high schooler or a college kid to come into your office and talk about their financial future. That’s why we created the Fynancial Fitness Course.
“The Great Wealth Transfer” will require RIAs to build new relationships with the next generations of investors. With the Fynancial Fitness Course, you can provide financial education to build trust and ensure wealth retention. Now you can create your own legacy of clients and extend the longevity of your assets under management.