Skip to content
Moneytree Software

Moneytree Software

Financial Planning Software for Advisors

  • Why Moneytree?
  • Pricing
  • Resources
  • About
  • Login
  • Support
  • Free Trial

Resources

Financial planning software, guides, articles, and more.

Blog & Articles

How the Challenger Sales Method can Help You with Financial Planning

The Challenger Sales Method establishes a framework that allows your insight and expertise to become the differentiator to engage and win over new clients.

Read More
Blog & Articles

The Financial Advisors’ 2021 Digital Marketing Checklist

We put together the Financial Advisors' 2021 Digital Marketing Checklist to help establish a professional brand image online and attract customers.

Read More
Blog & Articles

2021 Tax Changes Available Now in Moneytree Plan

With a new year comes new tax numbers. Adjustments to tax brackets, standard deductions, exemptions, and more are now available in Moneytree Plan.

Read More
Blog & Articles

RMD Start Ages in Moneytree Plan

RMD timing can be a confusing topic. It can help to conceptualize it by asking this question: If my client is 71 today, will they turn 72 before December?

Read More
Blog & Articles

Take Control of Your Sales Process

What do you think of when you hear the words, “take control”? The last behavior in the Challenger Sale, Take Control, is the most misused behaviors and quite honestly, why the methodology sometimes gets a bad rap.

Read More
Blog & Articles

Start with Your Clients’ Goals and Tailor Plans to Reach Them

Knowing your customer is also how you can really help them with a tailored approach to their goals. An advisor needs to truly take the time to understand the needs of their clients and then present data that is relevant to their specific life journey – that’s how you win clients!

Read More
Blog & Articles

Advisors, Don’t Sell…Teach for Differentiation

The key to teaching successfully is using your unique strengths and experiences in financial planning.

Read More
Blog & Articles

Calculating Taxable Social Security Benefits – Not as Easy as 0%, 50%, 85%

It is typical for social security benefits to be 85% taxable, especially for clients with higher income sources in retirement, but the benefit subject to taxation can be lower.

Read More
Blog & Articles

Letting A Stranger In My House Cost Me More Than $50,000 (And I Feel Fine)

Do you get excited about where your clients are in their lives? Get genuinely interested and excited with someone and their story, and you’ll find they will be excited to work with you.

Read More
Blog & Articles

When it is Time to Move from Legacy FinTech

How do you know it’s time to move to online SaaS tools even when legacy FinTech software works?

Read More
Blog & Articles

Picture It This Clearly – Part 2

In this second part of a two-part series, Paul encourages you to help create a clear picture for your clients.

Read More
Blog & Articles

3 Ways a Financial Plan can Save a Marriage

How valuable can a financial advisor be to a recently married young couple?

Read More

Loading

Load More

Posts navigation

Older posts

Request a Demo

Schedule a Demo

Contact Us

115 South Walnut St.
Muncie, IN 47305

Call Us

Toll-Free: 877-421-9815
Support: 877-421-9815 ext. 0

  • Facebook
  • LinkedIn
  • Twitter
  • Why Moneytree
  • Moneytree Plan
  • Moneytree Advise
  • Pricing
  • Resources
  • Blog & Articles
  • Integrations
  • Partners
  • Support
  • Support Center
  • Guides
  • Common Questions
  • Company
  • Our Story
  • Careers
  • Contact Us
  • Privacy Policy
  • Terms & Conditions

© 2021 MoneyTree Software. All rights reserved

Planning with the online edition?

Advise

BIG-PICTURE PLANNING

Advise Login

Plan

IN-DEPTH PLANNING

Plan Login