Prove Your Value in Every Client Meeting
Turn planning conversations into clear, measurable value so clients and their families understand exactly what you do and why it matters.
Used by top financial advisors. Built by advisors with 25+ years of experience.
Lead Better Meetings. Show Clear Value.
Built for financial advisors who want to run more strategic conversations, uncover gaps faster, and clearly demonstrate their value in every client meeting.
Achieve Strategic Meeting Flow
Run every meeting with clarity and purpose.
Identify Gaps & Provide Solutions
Quickly uncover what matters most.
Demonstrate Your True Value
Show progress and impact in real time.
Stop guessing how to lead client conversations.
Start showing measurable value every time you meet.
✔ Reduce meeting prep time
✔ Strengthen multi-generational relationships
✔ Close more prospects
✔ Simplify team access
✔ Track goal progression
Discover If This System Matches How You Work
You lead with planning, not product selection
You value planning as much or more than investment returns
Clients come to you for life decisions, not just portfolios
You differentiate beyond being the lowest-cost option
You want to clearly demonstrate your value in every meeting
You use technology to enhance, not replace, relationships
You are intentional about how you serve your clients
Seamless Integration
A Simple System for Every Client Conversation
1. Prepare with clarity
Know what matters before the meeting starts
2. Lead with purpose
Guide structured, high-value conversations
3. Show progress
Make your impact visible in real time
What Financial Advisors
Are Saying
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 successfully using FDC Plan on Purpose with his clients for more than 5 years and talking with other advisors about the tool, Brad decided to share it with them. 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 that covers 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 is being brought forward to the industry to help other advisors show up and provide the experience that clients are searching for right now.”
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:
Supporting the Next Generation of Financial Advisors
