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Client Portal

Already apart of the MOMENTM Team? Client’s can follow the link below to access their personal online portal – get all the details of our progress on your up to date business dashboard! Be sure to contact us if you have any questions on your Client Portal details.

Client Portal Login

MOMENTM Blogs

Let us be there every step of the way. From tips to motivation, updates and industry details – be sure to follow the MOMENTM Blog for crucial industry news! Unlock your growth potential!

Why Advisors Should Spend $50,000- $100,000 a Year Accelerating Their Growth

by MOMENTM Solutions | Mar 28, 2024

Are you trying to grow your independent financial advisor business this year? Or do you think you’ve already achieved success and just need to stay on the same path to keep the ball rolling? No matter which camp you fall into, I’m here to tell you that you need to...

If Your Coach is Not a Financial Advisor, You’re Screwed

by MOMENTM Solutions | Mar 18, 2024

Are you trying to build your independent financial advisor business and looking for a coach to help you along the way? Or do you already have a coach and wonder why he or she isn’t helping you achieve the goals you set out for yourself? As a coach who has helped...

Why Times of Chaos are the Perfect Opportunity to Launch Your Advisory Business

by MOMENTM Solutions | Mar 8, 2024

The world is pretty chaotic right now. And, while I’m a believer that there will always be chaos on the world (I like to call events like COVID and highly contentious elections the ‘apocalypse du jour’s), I feel like we are in a particularly stressful time for a lot...

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The Evolved Advisor

Clients deserve respect, honesty, transparency and dignity at all times, no matter what. But not all clients are receiving that kind of care in the financial planning industry today. So many firms are about the business of selling, producing and making a buck, but what clients need is to be genuinely advised and guided well through their financial lifetimes.

The Evolved Advisor is a hearty and thorough guidebook for those who desire to start their own business and do it the right way from the beginning.

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MOMENTM Videos

Learn to invest in yourself and how to take your growth to explosive levels. MOMENTM Videos are here to assist in Mentoring Financial Advisors to help them grow in business and within!