Financial Professionals

financial-advisors-planners-in-the-pool

THE POOL IS NOW ACCEPTING FINANCIAL PROFESSIONALS

TWP-Character-Financial-AdviorsThe Wealth Pool does not dispense financial advice or execute trades – we leave that to your trusted planner, advisor, or broker. What The Wealth Pool does do is help the individual make sense of their household’s numbers and empower them to be self sufficient do-it-yourselfers (DIYs) or supplement their relationship with their trusted planner/advisor/broker.


GET YOUR BUSINESS IN THE POOL

  1. PROMOTE TRANSPARENCY AND DIVERSIFICATION WITH CLIENTS & PROSPECTS

    The most powerful asset any financial professional has is the transparency to see all their clients’ financial information. Information is Power. The Wealth Pool’s framework serves as a common language through which household information is collected, analyzed and enacted upon. As a member of The Wealth Pool, earn the respect of clients and prospects through your own participation in the pool without having to tie into your legacy systems or CRM.

  2. EXPAND YOUR BUSINESS

    The Wealth Pool members seeking to supplement their high-tech experience with a more high-touch relationship can find financial professionals who are also members. Having both prospects and professionals proficient with The Wealth Pool experience lays a solid foundation for rewarding relationships.

  3. SUPPLEMENT INDUSTRY JARGON WITH REAL, USEFUL INFORMATION AND KNOWLEDGE

    MSCI, NASDAQ, Barclays Aggregate, ETFs, and everyone’s favorite – Monte Carlo Simulation! To most of us, these financial acronyms and benchmarks mean NOTHING. Financial markets make fools of most people most of the time. Make sense of the metrics that matter – know how your household stacks up relative to your peers with respect to your spending, saving, debts and investments.