Please note that you need to be a new (or returning) financial advisor, or moving from BD to RIA, to qualify for these deals

When you're just starting out in this do-or-die biz, you'll need only the critical essential money tools, so you won't be bogged down nor distracted with things that won't make a huge immediate difference. In addition to saving time, and attention span, you'll want to save as much money as possible.

We're the only financial software vendor that feels your pain. Not only because we've been there and done that ourselves as a new BD rep (several times), but also because we heard other people's stories since '88.

So you're getting a huge discount on these bundles to reduce this pain as much as possible. We want you to succeed so someday when you're rich and famous, you'll buy the Lifetime Subscription.

If you can afford it, then please consider the regular Bundled Deal, as it has everything on the site. Then you'll be ready for anything anyone throws at you. But this isn't usually the case when you're first starting out. Plus all of these financial tools usually just confuses people when thrown at them all at once. This is not the time for that. Just the facts Jack! KISS: Keep it simple stupid!

So here's what you'll need, in order of importance:

First and foremost, you'll need professional financial plan fact finders, but not all of them. So this bundle has Fact Finders Parts I and II. With these, you'll immediately look like you've been in the biz for years.

The next most important thing you'll need is a turnkey money management system, that will take you from determining someone's investment risk tolerance, to making trades with actual mutual fund ticker symbols.

Here's another long page that details how and why our turnkey money management systems are the best way to go.

To summarize, you'll get the monthly-updated subscription to the Model Portfolios and Mutual Fund Picks.

Next, you'll need the magic software that forecasts people's financial futures. This professional version of our retirement software is called Dual RWR. This isn't the easiest thing to use when you're just starting, but it will do more of the needed work and add more value than any other financial plan or retirement software ever created. If you can already do basic things in Excel, then it's no harder to learn and/or use than competing retirement planners (that usually cost more than this whole kit). The bottom line here is that if you're so green that you can't already do basic things in Excel, then the biz will chew you up and spit you out in only a few months. This is not a biz for the weak!

As a valuable add-on to Dual RWR, the Personal Budget Software and Cash Flow Projector is included so you can do family budgeting, forecasting, and dial in retirement income goals as closely as possible.

The Life Insurance Needs Calculator is also included so you can do the best job possible at determining how much life insurance clients' really need. This is the only life insurance software ever made that will forecast capital needs into the future, so they will be very happy to see that for the first time.

The Financial Planning and Retirement Seminar and Contents of a New Client Prospect Binder are also included because we want you to succeed in by far the worst part of the biz - prospecting and marketing.

Then you really need to read the Money eBook, as all of the secret information about the biz may literally save your life (as you'll see, you really should have read this BEFORE you decided to enter the biz!).

You'll get the e-mail supported multiple-user versions of everything so you can take work home with you and get help.

Sorry but these prices already include the financial planning Coach Nick Ray and/or Peter McPhee RIA setup discounts. Once you buy a Starter Kit, Nick Ray will sell you his book / CD set for $24 instead of the usual $29.

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The normal price of everything before discounts is $834. The discounted price is only $299. This is a 64% discount. How to order is below.

Please don't try to get the price down by deleting items from the bundle, or anything else. We're already doing the best we can to help you survive this!

What you can do is substitute the Financial Seminar, Contents of Prospect Binder, or the Life Insurance Software for the Financial Tools and/or the Multiple-Student College Planner (and then we may throw in the In-Person Fact Finder). Everything else is more important than the College Planner.

Please negotiate your substitutions before you order and files are delivered! It's software, so you can't "give something back" once it's been delivered with the multiple-user versions. Because of this, there's never any refunds given on anything for any reason period, as you can read on the info page.

Starter Kit for Financial Advisors Moving from BD to RIA

The price of the Regular Starter Kit just goes from $299 to $349 because you're not really brand new to the biz. But we still feel your pain, so this offer congratulates you on the promotion up the financial planner food chain.

The normal price of everything before discounts is $834. The discounted price is only $349. This is a 58% discount. How to order is below.

Deluxe BD to RIA Starter Kit:

For an extra $50, you can substitute the Integrated Financial Planner (IFP) with Comprehensive Asset Allocation Software in place of Dual RWR, the Cash Flow Projector, and the Model Allocations. The IFP replaces Dual RWR and the CFP, because it includes both. It also gives you the Net Worth Calculator and Projector and the Multiple-Student College Planners for free.

Brand new advisors probably wouldn't want to do this because they need to be hunting many rabbits, and the IFP and Comprehensive Asset Allocation Software are both complex, and are for hunting scarce elephants. But if you're already experienced and are just moving up the food chain, then you know enough about what's going on, why you need to upgrade your financial tools, you've learned enough to go from hunting rabbits to deer, and so you'll know enough about using financial software already to cope with the IFP.

You'll also get the monthly-updated Mutual Fund Picks subscription (but not the Models). This makes it an even better turnkey money management system than the investor models. Plus we'll throw in the IPS.

The normal price of everything deluxe before discounts is $841. The discounted price is only $399. This is a 53% discount. How to order is below.

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Please note that you need to be a brand new financial advisor, returning, or moving from BD to RIA to qualify for these deals!

If you've been a financial consultant before, and left the biz, and now are coming back, then you qualify for everything too.

A brand new (or returning) financial planner can get all three Starter Kits for the listed prices. But if you're already a planner and are just moving from BD to RIA, then you can only get the $349 or $399 deal, not the $299 deal.

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Buy now with your Visa or MasterCard by calling (800) 658-1824

Buy now using the secure credit card ordering form

Send a check in the mail and get 10% off

Here's the list of regular non-discounted prices of everything in the kits (e-mail supported multiple-user versions), so you can see what a deal it is: