QuonWarrene Puts RetireUp in FinTech Spotlight
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FIRST IN FINTECH SPOTLIGHT SERIES
This is the first in a series of monthly webinars hosted by QuonWarrene CEO and co-founder,
"Many advisors are coming to us and asking how do you make sense of what technology is available in the market," said Quon. "We're connected to major players, as well as some you've never heard of, and we want to be advocates for clients and technology companies to have better onboarding experiences. When advisors have better experiences with their technology, they can become more profitable and have happier clients," added Quon.
MOST COMMON CLIENT QUESTION
According to RetireUp's Roth, the most common question clients ask their advisor is "When can I retire?" Advisors must have a tool that can quickly and accurately answer this retirement question and other "what if" scenarios. "RetireUp is that tool," adds Roth.
"RetireUp is unique in that it allows advisors to model their client's retirement plan right in front of them clearly, interactively and in real time. Clients will understand their current financial situation and be able to easily see how the advisor's suggestions will impact their future," said Roth.
RetireUp is a retirement income-planning tool focuses on the distribution phase of retirement. RetireUp allows financial advisors to:
- Interactively and quickly create a retirement plan with clients
- Demonstrate "what if" scenarios
- Show solutions to shortfalls in real time
- Model annuities and insurance products
- Increase the financial advisor's AUM
Register for the
If you are unable to attend the webinar, you can access the replay here.
Financial advisors can also find RetireUp and
ABOUT QUONWARRENE
QuonWarrene has been dubbed a "fee-only tech consultant" because they are only paid by their clients for the advice and insights they provide and never by the tech companies themselves. In founding QuonWarrene with
ABOUT RETIREUP
RetireUp is the premier retirement planning software tool preferred by leading financial professionals to easily Tell the Retirement Income Story©. With a dynamic user interface and stunning graphics, RetireUp models unlimited what-if scenarios with speed and clarity. The intuitive web-based tool makes it simple for the client to understand retirement distributions from specific financial products, leading to confident decision-making and higher sales from the very first consultation. RetireUp works with enterprises, registered representatives, independent financial advisors, and RIA's, providing unlimited coaching and support for a flat subscription fee. For more information, go to http://www.retireup.com.
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SOURCE RetireUp
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