Following a troublesome financial yr, many establishments need to prepare their staff and have a greater understanding of their monetary plans. Trying to present a easy and accessible resolution, PlanHappy, the monetary recommendation and planning platform, has formally launched to market.
Together with full back-office instruments and performance, PlanHappy will present entry to coaching and improvement, and one-to-one teaching. Moreover, it should additionally provide a variety of enterprise assist providers for monetary planning professionals throughout the nation, via its purpose-built system.
The brainchild of Joslin Rhodes CEO Neil Parker, PlanHappy is the end result of greater than twenty years of economic planning expertise. As a monetary planner, Neil felt that the methods for the {industry} typically fell quick.
“PlanHappy was born out of frustration,” Neil defined, “As a life-style monetary planner, the present software program out there simply didn’t do what I needed it to do.”
PlanHappy empowers monetary planners to run their entire monetary planning enterprise on one system. Being constructed by monetary planners for monetary planners, the platform additionally focuses on serving to them construct and develop their follow whereas delivering the very best outcomes for shoppers.
By PlanHappy’s three coaching programs, together with the flagship ‘PlanHappy Way of life Monetary Planning’ Course of, monetary planners have entry to lots of of hours of continuous skilled improvement (CPD) content material in addition to personalised one-to-one teaching.
An industry-wide enhance via knowledgeable coaching
On the coronary heart of PlanHappy is the ‘PlanHappy Way of life Monetary Planning Course of’ that turns conventional monetary recommendation into a real ‘teaching, planning and recommendation’ service for a extra human-led strategy and higher buyer outcomes. The service is led by one-to-one on-line teaching and 280-modules of CPD course content material.
Parker mentioned: “Steady skilled improvement must be on the coronary heart of actually efficient monetary planning. Understanding the monetary panorama and evolving consumer wants is one factor. However to be actually forward of the sport, a profitable monetary planner ought to all the time be seeking to hone their craft and never make the identical errors as many earlier than them have.”
Sensible options to {industry} challenges
PlanHappy Software program helps monetary planning professionals present a holistic and thorough service to shoppers. For Parker, the character of ‘Way of life Monetary Planning’ requires a extra bespoke strategy. “Life isn’t a straight line – it’s a set of distinctive chapters,” he defined, “As monetary planners, we have to reshape the linear forecasts to mapping life’s journey.”
Parker has spent a decade growing the ‘PlanHappy Way of life Monetary Planning Course of’, and the PlanHappy software program has been in improvement for near seven years. Following the success of its three-year beta part, PlanHappy software program is now being launched to assist the broader monetary planning group throughout the UK.
PlanHappy will likely be instrumental in supporting monetary planners to ask their shoppers the ‘huge questions’, discovering out what issues to them, and serving to them to plan for a affluent and safe future, in line with Parker.
“PlanHappy is the subsequent step not just for me however for monetary planning as an entire,” he defined, “With the correct assist and instruments, we can assist monetary planners and advisers throughout the UK take their monetary planning practices to the subsequent degree.”
