Please note that you need to be a new financial advisor (or moving from BD to RIA) to qualify for this deal!

When you're just starting, you only want the critical essential money tools so you won't be bogged down nor distracted with things that won't make a huge difference. In addition to saving time, you want to save money. Just the facts Jack! KISS: Keep it simple stupid!

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 because we hear other people's stories daily. So you're getting a huge discount on these bundles to reduce this pain as much as possible. We want you to succeed so you'll buy the Lifetime Subscription.

The first thing we need to say, is that if you can afford it, then you should 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 one is just starting out. Plus all of these financial tools usually just confuse people when thrown at them all at once. This is not the time for that.

So here's what you're after, in order of importance:

First and foremost, you need professional financial plan fact finders, but not all of them. So this bundle has Fact Finders Part I and Part 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 recommended mutual fund ticker symbols. We're the only vendor that has this. So you'll get the monthly-updated subscription to the Model Portfolios and Mutual Fund Picks. With this, you can just follow the step-by-step directions, and you'll probably get better investment performance than anyone you know, even if they've been doing it 50 years. Actual investment performance is what will make or break you long-term, both because it's what's most important to clients, and they won't give referrals without it.

Next, you'll need the magic software that forecasts people's future. 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.

As a valuable add-on to Dual RWR, the Personal Budget Software and Cash Flow Projector is also included so you can do personal budgeting for people, 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 made that will forecast capital needs into the future, so they will be very happy to see that.

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

Then you really need to read the Money eBook, as the 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!).

This deal comes with e-mail support.

The normal price of everything before discounts is $706. The discounted price is only $299. This is a 58% discount.

Direct link to the secure credit card form is here. Please input "Starter Kit" into the comment section at the bottom of the form.

Sorry but these prices already include the Financial Planning Coach Nick Ray and/or Peter McPhee RIA setup discount.

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 either the Financial Tools or the Multiple-Student College Planner. Everything else is more important than the College Planner.

Please negotiate your substitutions BEFORE you order and/or before files are delivered! It's software, you can't "give something back" once it's been delivered.

Call or e-mail to make your custom starter kit with a similar discount.

Please note that you need to be a new financial advisor to qualify for this deal!

Starter Kit for Investment Advisors Moving from BD to RIA

Please read carefully as it's confusing and annoying for everyone to fix after you pay and files start being delivered!

The price of the Starter Kit (and everything listed above) goes from $299 to $399 because you're not really new to the biz. But we still feel your pain, so this offer congratulates you on the promotion. Direct link to the secure credit card form is here.

For an extra $100, you can substitute the Integrated Financial Planner with Comprehensive Asset Allocation Software for both Dual RWR & Cash Flow Projector. Brand new advisors wouldn't want to do this because they need to be hunting rabbits and the IFP is too complex and is for hunting elephants. You'll also get the monthly-updated Mutual Fund Picks subscription (but not the Models). Plus we'll throw in the IPS.

Direct link to the secure $499 form is here.

Yes, a brand new financial planner can get the $499 RIA deal instead of the $299 deal (but it's still $499).

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 regular non-discounted prices of everything in the kits: