mySolutions is an Android application, a tool designed to support financial service professionals in growing their businesses. This utility offers a range of opportunities for entrepreneurial advisers.
Tools and communication
The app connects users with a network of like-minded financial advisers. Professionals can share ideas, and strategies, as well as support each other. The app facilitates collaboration and mentorship.
There are a lot of tools designed to help advisers grow their businesses. These include marketing and prospecting options, proven sales processes, and practice efficiency strategies. The utility provides templates, report writers, tracking and targeting tools, and online CPD courses.
Discounts and training
Members of mySolutions have access to exclusive products and discounts. The app offers a specifically designed professional indemnity scheme and the SimpleWills platform. Additionally, there are negotiated discounts on business essentials.
Moreover, this platform focuses on training and development. It offers specialized events, weekly webinars, and mentorship programs. These opportunities keep advisers updated with the latest industry trends. Annual awards celebrations and regional roadshows are provided.
Features
- is intended for financial advisers, members of mySolutions, New Zealand;
- allows users to participate in training and webinars, similar to Mindvalley;
- there are various marketing tools;
- provides access to exclusive products and discounts;
- the app is free to download and use;
- compatible with current Android versions.
