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Financial Analyst

Explore Our Business Tools

Discover planning templates, performance trackers, client resources, and training materials—all in one place.

Business Planning & Growth Tools

Business Planning Template

Create a structured blueprint for your business goals and day-to-day strategies. Ideal for quarterly reviews and strategic planning sessions.

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Google Console /
SEO

Optimize your website performance and visibility using Google Console. Includes a walkthrough on SEO basics for advisors.

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Creating a Planning Process

Outline your unique planning philosophy to ensure consistency in your client experience and back-office workflow.

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Website – Google Console

Link your advisor website to Google Console and track search performance over time.

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Advisor Website Building PDF

Complete this form to submit your bios, service details, and branding preferences for a custom Money Concepts website.​

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Financial Planning Business

A strategic look at managing risk, measuring success, and building a more resilient advisory practice.​

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Tracking & Performance Tools

Business Tracker

Track new business, recurring income, and GPS fees in one organized workbook.

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FPC Award Qualifications

View GDC benchmarks for Club, Apex, and Top Awards at FPC.​

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KPI Resources

Set benchmarks and track performance in growth, stability, satisfaction, and risk.

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4D Road Map – Tom DeJong

A strategic framework focused on direction, delegation, development, and delivery.​

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Investigo Report Kit

A reference guide to help you generate, read, and apply Investigo reports effectively.​​​​

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Advisor Resources & Client Materials

Customizable Bio Card
 

Use this approved template to create a clean, branded bio card with your photo, contact info, and key details.​

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Becky Muller – Fee Based Planning

Coaching insights and client materials to support a fee-based planning approach.

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Beneficiary Forms
 

Download key forms for beneficiary updates and advisor succession support.

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Recommended Product List

A curated list of preferred products and services for streamlined client recommendations.

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Life Insurance Resources

Worksheets, guides, and client materials to support life insurance planning and reviews.

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Financial Institution Tools

Resources for working with partner institutions, including referral strategies and operational best practices.

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Advisor Solutions and Gainfully

Marketing tools and setup guides for sharing content and engaging clients.

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Private Investment/Pref Stock

Reference material for discussing preferred stock and private investment options.

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Non Qualified Stetch
 

Explores advanced planning techniques for stretching non-qualified assets and navigating RMD guidelines.

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Marketing & Visibility

Monthly Newsletter
 

Browse an archive of monthly newsletters with practice tips, product updates, and business insights.​

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Website Essentials Checklist

A pre-launch checklist to ensure your new website is clear, compliant, and optimized for SEO.

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Events & Training

Bahamas 2023 Conference PDFs

Session slides and materials from the 2023 Bahamas Conference.

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Fixed Income PowerPoint

Client-ready slide deck for introducing fixed income investing.​

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2025 Kickoff Resources
 

Slides, forms, and guides from the annual kickoff, covering business planning, cash balance strategies, Medicare, and more.​

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Adding to Epic Calendar
 

Step-by-step instructions for adding the Big East and Money Concepts events calendars in Epic.​

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Training Track for New Advisors

Step-by-step onboarding roadmap for new advisors entering the business.​

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For Broker Dealer Use Only. Not for Public Distribution.

The Big East is not affiliated with Money Concepts Capital Corp.

All Securities offered through Money Concepts Capital Corp., Member FINRA/SIPC.

Money Concepts Capital Corp is registered with the SEC as a Registered Investment Advisor.

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