Getting Started
Welcome to The Financial Planning Experience
You’re only a couple of minutes away from interacting with your clients in a totally new way!
Before filling out the Registration Form, let’s make sure you have all of the right information.
By spending some time now, we can make sure your onboarding experience is as seamless as possible. Our goal is to make this as easy as possible so please REACH OUT if you run into any issues throughout the process.
Uploads you will need to complete for the registration form:
Company Logo
Headshot
Calendly Links
Client List
Step 1: Photo File Format
Required
Please make sure your photo’s file format (for brand logo and headshot) is .jpg .jpeg or .png. If it’s saved in a different file format the upload in the below registration form won’t support it.
Preferred
For logos, we prefer a logo without a background.
For headshots, we prefer the aspect ratio of the image to be 2:3.
Step 2: Calendly Link
Register for Calendly following the guide here —>
Please note there is a discount available to MM advisors. Follow the instructions on page 4.
Create 4 new events, titled:
{insert your name} - FPE, Conversation 1
{insert your name} - FPE, Conversation 2
{insert your name} - FPE, Conversation 3
{insert your name} - FPE, Conversation 4
Hide each event from your landing page (click here to learn how to hide events), and submit the individual event link in the Registration Form below.
Step 3: Client List
Once a client is registered for ongoing financial planning and signed the agreement approved by MMLIS, they are eligible to join The Financial Planning Experience.
To get started, download the CSV template here and add your OFP client information. Once completed, please upload the list in CSV format (First Name, Last Name, Email) to the Registration Form below.