Your two tools that I have focused on, My Priorities quiz, MoneyGuide Elite. I mean, do we still need to use both of them? Can we just go straight to MoneyGuide Elite? Do we still need the My Priorities tool? Here’s the thing. My Priorities quiz, when you go through that with your clients, this is the process where they’re transitioning from just thinking about retirement 401(k) as your role, your responsibility for them. So they can even discover what you’ll see when you go through your client’s on the My Priorities quiz, they’re going, “I didn’t know that. Yes, these are actually my goals. I certainly didn’t even know that a financial adviser could help me with this, which is great.” But once we get those tools, now’s the time that we want to put them into MoneyGuide Elite so that we can show here’s the reality of it. Do we need them both? Absolutely. Once to even demonstrate for them to discover what their tools, the other’s just to put them into life. Regardless of how much we love the tool, the secret sauce is you doing the deep discovery with the empathy-based listening through the tools.
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