MMC Updates & Innovations

Published July 22nd, 2016 in News, Updates and Announcements | No Comments »

In continuation of highlights from our most recent Mastermind Collegium event, today we share our opening updates and innovations with the latest resources available to Mastermind members.

Highlights include:

  • The Communications Hub – This will be our go-to place for communications and updates with Mastermind members moving forward. Be sure to download the mobile app for access at your fingertips for instant notifications, including alerts for when updates and innovations become available!
    • For questions or technical support getting started, contact Patrick Daher (
    • Once logged in, you have the ability to change your temporary password by clicking on your name in the top-right hand corner of the site and then by selecting “Edit my profile”
  • The Bucket Plan® Client-Facing Manuscript
    • Share your input to shape this client deliverable! Please complete request your copy and complete the survey. We appreciate your feedback to make this a meaningful marketing tool for your practice.
  • Advanced Holistic Planning Tools:
  • New e-Learning Modules and Support Tools (debuting in the coming weeks):
    • The Perfect Storm Seminar & Training – Our latest turnkey seminar with critical training from Frank Maselli
    • The Holistic Planning Process (formerly ‘The Prosperity Planner) – New Step 4 updating the annual update meeting process with new sales opportunities
    • Sequence of Returns Risk Training & Tools to effectively communicate this key planning consideration to your clients
    • Sharkbites featuring abbreviated training segments for quick brush ups on financial planning, annuity positioning and evidence-based investing
    • And more!

Be sure to register now for our next Mastermind Collegium, December 8-9 in Las Vegas, Nevada.

Register Now