Wealth Management Concepts Visualized

Trying to reduce confusion for clients around complicated planning topics? Want to move away from drawing things out on whiteboards, legal pads, and sticky notes? Wish you could spend less time finding ways to demonstrate your ability to add value for clients in an understandable manner? That’s where visiWealth comes in.

visiWealth provides advisors, CPAs, attorneys, and other financial professionals with access to high quality visuals of strategies and concepts related to the areas of education planning, estate planning, investment planning, retirement planning, and tax planning.

Here is what some industry experts are saying already about visiWealth:

"Advisors quickly discover that it’s not easy to communicate their expertise and advice in words; you see clients’ eyes turning to porcelain sometime around the second sentence. visiWealth offers what’s missing: handy graphic illustrations of complex topics, created by an advisor and educator who faces those communication hurdles every day."

-         Bob Veres (Inside Information)

"Financial concepts are often complex. To explain them, advisors typically rely on words that clients need to process and create their own visual image to understand. visiWealth removes an important barrier to comprehension by presenting financial concepts directly through visual learning. A client is more likely to understand a planning strategy or technique, increasing acceptance and recognition of the value an advisor provides. Clients can also take the visualization home to enhance conviction in the value of the plan. Simply sending a client home with a visualization increases the chance that they will appreciate and follow through with a plan."

-         Michael Finke, PhD (The American College)