Next Best Dollar Designed for younger clients, Next Best Dollar is an easy way to help investors decide how to best distribute their money and maximize each dollar they put towards their goals.
Calculate how to allocate income and maximize every paycheck Ideal if you are targeting the mass affluent as it helps determine how they can best allocate their income and maximize every paycheck.
How to Use With Clients 1
Send your custom MyBlocksSM self-registration link to your client(s) and have them create their profile.
2
Ask your client or their young adult children to complete the Next Best Dollar series of blocks.
3
Click ‘Your Results’.
4
Show the optimal amount to apply to each goal every month to achieve the desired outcome.
5
Have your clients adjust the dollar amounts and timing for each to see how their decisions now, can impact achieving their goals sooner.
For more information call 1.800.743.7092 or visit MoneyGuidePro.com.
1
Display on a SmartTV for interactivity or have clients access the block from their phone.
Use these blocks as a starting point for clients to engage in meaningful discussions about their goals and how best to achieve them.
Use these blocks as an introduction to engage with their extended family. For example, use with recent college graduates.
FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.