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Finding the Time

 MoneyTrax is all about "Finding the Money".  Tailwind is all about "Finding the Time".  Big chunks and little chunks of unknowingly and unnecessarily wasted time.  Then recapturing that time for you so you can put it to better use.


And MoneyTrax is about identifying and streamlining the personal financial process.  Tailwind is about identifying and streamlining your workflow process.



What makes Tailwind unique?
 

Tailwind has not been designed for all "financial advisors" generically.  Tailwind has been designed by MoneyTrax advisors specifically for MoneyTrax advisors with the Circle of Wealth® 10 Step Sales Process built directly into Tailwind. 

 

"Did you know that when you see the same thing over and over again, your brain uses less and less energy?  Your mind already knows what it’s seeing, so it doesn’t make the effort to process the event again." 

– inside front flap, Iconoclast, by Gregory Berns.

 

 

One of the key ways Tailwind will save you time is through consistency of process and data location.  Read the quote above one more time.  When your brain knows right where to look for the information it needs, without thinking about where to find it, it uses less energy.  Your brain has greater freedom and more time to think about higher value tasks.  Like crafting solutions for your clients.
 

The greatest benefit you offer to your clients isn't your ability to do paperwork, run calculators, build spreadsheets, or manage data, though these tasks are all necessary and important.  Your greatest value is delivered after you complete these tasks.  When you take the information and understanding you've gathered from completing these tasks about what your client truly wants and needs, build a plan and help your client implement that plan.  When you complete these tasks faster, you are able to spend more time crafting solutions for clients.  And less time managing data.  You'll have more time to use for whatever you value most.   


Actionable Insights at Your Fingertips is what we call having the right information to make effective decisons and get things done for your clients and your business.  And it's knowing exactly where to find the information you need in the same place every time.  If you need a phone number or an email address, if you need a summary of client data, if you need a calculation, it's right in Tailwind.


 

Tailwind Key Benefits

  • Helps you find the money faster

  • Simplification - client data and notes are all in one place

  • Eliminates repetitive manual data entry for both you and your client

  • Fewer distractions and interruptions

  • Identify the essential and eliminate the unneccesary

  • Increased referrability

What Does Tailwind Do For You? 

  • Streamline and simplify data collection and management

  • Simplified (for the advisor and the client) annual review data collection

  • Provides instant client data summaries

  • Provides instant reports

  • Integrates the MoneyTrax Circle of Wealth®

  • Increase mastery of the MoneyTrax Circle of Wealth® System

  • Creates Spending Game case files from questionnaire data

  • Minimizes unnecessary and unproductive thinking so you can free your mind to create great solutions for your clients

  • Provides basic contact management (90%+ of your needs)

  • Client presentation creation

  • Simplifies collaboration with other advisors


Leverage: Multiple Benefits from the Same Resource 

  • Collect Data Once - Unlike paper questionnaires, your clients' financial data is captured electronically and can be used over and over again. This is huge when it's time to follow up with your client.

  • Consolidation - All of your case data (contact & financial data) is in one place. And Tailwind gives you instant instructions for each case on what to do next.

  • Instant Summaries - The data screens show you instant roll-up information such as totals and weighted averages. And the summary reports give you and your clients an instant dashboard for your client's current financial situation.

  • Merge Process and Data - Tailwind will tell you when you open each case what you need to do next. And all of your client's data is just a click away.

  • Integration - Use the data to drive other tools. Tailwind integrates with tools such as the MoneyTrax Spending Game.

  • Collaboration - You and your client can work together to verify and update their financial data. Both of you can edit the data at the same time from different locations if need be.

  • Communication - You and your client are automatically informed as the case moves forward. You and your client also have one-click access to sending emails to each other.

  • Education - Tailwind always tells you what to do next when you open a case. Not sure what to do? Just open the case and read what it says. It's that simple.

  • Presentation - Tailwind's professional look and feel will increase your clients' confidence in you.



 

Are You Ready to Get Started?


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