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WEALTH MANAGEMENT and FINANCIAL PLANNING
Money Concepts
| Market Profile | Program Benefits | Program Contacts |
| Webinar Audio Now Available! |
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The audio from the CAB/Money Concepts April 14 Webinar, Fee Income Through Wealth Management, is now available here. |
Money Concepts provides wealth management and financial planning services to the banking community. The firm's proven turn-key business model provides true ownership of the business, independent and non-proprietary products, an integrated technology platform, staff training and education through Money Concepts University.
BACKGROUND
Money Concepts was founded in 1979. The firm has built a national reputation within the banking community by assisting financial institutions to become significantly more profitable, gain lasting competitive advantages and enhance customer relationships. Wide-ranging acceptance of Money Concepts' ideas and business tools has resulted in dynamic growth with more than 700 offices globally.
NON-PROPIETARY PRODUCTS & SERVICES
Money Concepts has access to non-proprietary products and services throughout the industry. Currently our product portfolio includes more than 24,000 products from over 300 individual companies.
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Wealth Management & Financial Planning
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Estate Planning
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Insurance – Life, Disability, Long Term Care
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Mutual Funds, Stocks, Bonds
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Discount Brokerage Services
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Real Estate Investment Trusts
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1031 Exchange
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Annuities
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Hard Assets
TECHNOLOGY SOLUTIONS
Money Concepts Tech-Edge™ is a combination of proprietary and industry leading software. Each piece is tested to ensure the efficiencies of back-office tasks. Money Concepts invests millions of dollars in software technology to provide a more efficient and effective value proposition. The firms' technology solutions include but are not limited to the following:
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LaserApp™
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E-Docs - Our Paperless System
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Webops Blotter
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Client View - Client Relationship Management System, including - Consolidated
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Client Statements
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Sentinel Report
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Dashboard System - Financial Institution Management Reporting Tool
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MyMoneyConcepts.com - Online Client Account Aggregation and Records Vault
Tracker
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Morningstar Advisor Work Station
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Net Exchange Pro™
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NaviPlan / Financial Profiles
MARKET PROFILE
All commercial banks, savings & loans and thrift institutions.
BENEFITS OF PROGRAM
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Proven & Unique Business Model
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Attracts New Customers
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Independent & Non-Proprietary Products
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New Profit Center
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Enhances Current Customer Relationships
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Money Concepts University
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Local / National Training & Education
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Staff Training & Education
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True Ownership of Business
PROGRAM CONTACT
Money Concepts International, Inc.
11440 North Jog Road
Palm Beach Gardens, Florida 33418
Contact: Barry Dayley, CFP®
Tel: 561-472-2000 Ext: 5050
E-Fax: 253-295-2876
E-mail: barry@moneyconcpts.com
Web Site: www.moneyconcepts.com
CAB CONTACTS
Robin Gordon Tel: (202) 663-5128
Steve Polestak Tel: (202) 663-5577
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