Planning-Centric Transformation and the Power of Family Dynamics
Janney adopted MoneyGuideElite as its primary planning tool, focusing on integration with advisor and clientdesktops.
Janney adopted MoneyGuideElite as its primary planning tool, focusing on integration with advisor and client desktops. The firm emphasized starting planning conversations with personal questions about expectations, concerns, and family dynamics, rather than beginning with financial products. Read the case study to learn more.