Allow FDC to help you articulate your value!
web based • client facing • meeting tool
Our Behavioral Finance technology reveals client motivations,
helping you craft financial plans they’ll love.
Accelerate & Increase Profitability
Your clients know you provide them value – now you can show them every time you meet with them as well.
Achieve strategic meeting flow
Reduce meeting preparation time
Identify gaps & provide solutions
Establish & strengthen
multi-generational relationships
Close more prospects
Provide easy access across advisor teams
Display progression
of goals
Demonstrate
your value
Why use FDC Plan on Purpose?
If any of the following statements sound like you,
this tool will be a great fit!
- Your value proposition to your prospects is Wealth Planning
- You place as much or more value on planning vs. investment returns
- Your clients call you about important life decisions, ex. buying a house, car, traveling
- Your value proposition is not picking better mutual funds than your competitors
- You are not the low-cost provider in your area
- You like to use technology to show your clients your value and solutions
- You live by the “Golden Rule” and treat your clients just as you would want to be treated
Seamless Integration
What Financial Advisors
are saying
Fees matter in the absence of value, and by using the FDC Plan on Purpose tool, value is being shown at each meeting.
— Mike 
Using this tool like an agenda template has been the simple solution for effective communication with clients.
— Jordan
FDC Plan on Purpose helps me show my value to each client every time we meet.
— Shawn
The FDC Plan on Purpose Story
Brad Connors is the CEO / Founder of iWealth and has been an advisor for more than two decades. Brad created FDC Plan on Purpose to fill a gap that he identified in the client meeting process.
As a financial advisor, Brad’s job is to meet with clients to review their goals and concerns for the future, and develop a comprehensive, cohesive financial strategy to fill in those gaps. While Brad was successful in the planning process, he could not find a technology solution that allowed him to visually show the progress made with his clients. So – Brad decided to build a client facing, web-based tool that he could share with his clients.
After using FDC Plan on Purpose successfully with his clients for more than 5 years, and talking with other advisors about this tool, Brad decided to share FDC Plan on Purpose with other advisors. FDC Plan on Purpose allows you to visually demonstrate to your clients the progress made in your planning process (the Lifetime Plan Score™), while also providing a roadmap to cover all the financial gaps your clients need to consider as they plan for the future.
As Brad says, “this tool was developed by a financial advisor for his own practice and being brought forward to the industry to help other advisors show up and provide the experience that clients are searching for right now.”
Supporting the next generation of financial advisors
Our mission is twofold: first, we are committed to enhancing the performance of fellow advisors in their client interactions. In alignment with this objective, we are equally dedicated to leveraging our tool to facilitate the education of aspiring advisors. To accomplish this, we have forged valuable partnerships with esteemed colleges and universities. These collaborations grant complimentary access to our tool for their finance departments, enabling students to engage in an educational setting and gain profound insights into the comprehensive advisory process that professionals employ with their clients. As a result, students work diligently towards earning a coveted certificate in behavioral finance, all made possible through their use of the FDC Plan on Purpose tool.
Our esteemed partners in this mission include:
