Check out MyBlocks.

A revolutionary, digital client engagement tool that is transforming not only the way advisors motivate clients to achieve financial wellness, but also how advisors define advice.

Applicable to every level of financial professional, MyBlocks allows you to engage prospects and clients of all ages and financial situations. Give clients and prospects control and choice in a familiar user interface that will make meetings meaningful, personal and inviting.

Free Trial or Demo

No credit card required. No software to install.

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