PlanTechHub

[PlanTechHub @PlantechHub]

Wrapping up an excellent week at #T32026.

One of the best parts of T3 are the conversations.
We had a great time connecting with leaders of the industry.

More reflections will be coming soon. This one gave us a lot to think about.

#ScenarioPlanning #ScenariosX #T32026

[PlanTechHub @PlantechHub]

Day one of the main conference at T3.

Big ideas, packed sessions, and a lot of thoughtful discussion about where advice, technology, and AI are heading next.

We are here to unveil ScenariosX, the first scenario planning based platform. #ScenarioPlanning #ScenariosX #T32026

[PlanTechHub @PlantechHub]

AI University kicks off today at T3

A full day focused on how AI actually works in financial services: from better prompts and cleaner data to practical workflows advisors can use today.

Excited to learn from a great instructors from AdvisorEngine, FINNY, Syntax Data, and more.

[PlanTechHub @PlantechHub]

Headed to New Orleans for #T32026.

AI University, full conference days, and a lot of great conversations ahead.

If you’ll be there, we’d love to say hello.

#ScenariosX #T32026

[PlanTechHub @PlantechHub]

We’re getting ready for T3!

T3 is where real conversations about technology, advice and the future of financial services happen, and we’re excited to be part of it again this year.

Looking forward to learning, connecting, and sharing ideas in New Orleans,

#T32026. #ScenariosX

[PlanTechHub @PlantechHub]

Strategy #4: Close Lost Prospects.

You won’t close every prospect.
But that doesn’t mean the relationship has to end.

When you share free, self-guided financial literacy with leads who didn’t convert, you keep the door open and stay top of mind.

https://t.co/i9evpuxIWE

[PlanTechHub @PlantechHub]

Headed to #T32026?

Stop by Booth 101 to learn the 7 critical strategies RIAs should be implementing today to strengthen the future health of their firm.

See you there.
https://t.co/hwV2H1Dv3e

[PlanTechHub @PlantechHub]

“How much home can we afford?”
Getting a dollar amount is a start, but real life is more complicated than one number.

What if income changes?
What about tuition?
Job loss?

Affordability isn’t one number.
That’s why we run scenarios.

Read the full story:https://t.co/oj0JyeF8IA

[PlanTechHub @PlantechHub]

Strategy #3: Bank Future Clients

Not every prospect is ready to become a client today.
That doesn’t mean the relationship shouldn’t start now.

Give them value first with branded financial literacy tools, and be there when the timing is right.

Read how: https://t.co/HQlQbI9Mk2

[PlanTechHub @PlantechHub]

A mortgage calculator tells you what you can afford.
A scenario shows you what that decision does to retirement, liquidity, and long-term goals.

Precision without perspective is a financial mirage.

Context changes everything.

https://t.co/bMAuZnLWnm

[PlanTechHub @PlantechHub]

Mortgage calculators are everywhere because people want fast answers.

But real financial progress comes from seeing how decisions interact over time, not just how they calculate.

That’s where scenario planning changes everything.
Read the entire article: https://t.co/ZIFOFxvUqU

[PlanTechHub @PlantechHub]

The future of advisor growth isn’t chasing the same 25%. It’s serving the 75% who’ve never had access to planning.

Offer Scenario Planning as an HR benefit.
One license. Entire workforce. Blue Ocean.

Blog https://t.co/yIL9JzwCwA
#ScenarioPlanning #ScenariosX #ProspectEngagement

[PlanTechHub @PlantechHub]

Curb cuts were built for wheelchair users but now serve strollers, dollies, and more.
That’s the curb-cut effect: design for the margins and everyone benefits.

We built scenario-based planning for everyday people, making it better for everyone.

https://t.co/eE8QN2986K

[PlanTechHub @PlantechHub]

ScenariosX gives RIAs a single call-to-action that lets people:

- start learning
- explore scenarios
- opt in on their terms

Put the link on your site, email, or social.
Let education open the door before the meeting.

https://t.co/aJkgcUqPsk

#RIA #Prospecting #ScenariosX

[PlanTechHub @PlantechHub]

Your next generation of clients will not come by traditional means.
They'll come through education, "what-if" questions & self-guided exploration.

ScenariosX by PlanTechHub was built to expand the markets advisors serve, using scenario-based modeling as next-gen lead generation.

[PlanTechHub @PlantechHub]

We're making a change as we engage the use of scenarios in markets not affiliated with professional financial services, such as HR Platforms & government programs.

PlanTechHub is the company,
ScenariosX is our 1st product using the philosophy of Scenario-Planning.

[PlanTechHub @PlantechHub]

In truth, all of our modules are 1-page financial plans.

[PlanTechHub @PlantechHub]

PlanTechHub is a series of modules, each designed to stand alone as its own one-page financial plan or work in concert with other modules to tell a comprehensive financial story.

[PlanTechHub @PlantechHub]

We can learn a lot from food apps. They do more than count calories. They show us what we didn't know to look for.

Interestingly, financial planning software has the same potential to reveal blind spots and spark better decisions.

Read the full blog: https://t.co/c6am2XYxNp

[PlanTechHub @PlantechHub]

When AI can quickly deliver an answer to almost any question, advisors win by asking better questions. Read our latest blog to see how Scenario Planning is the key to engagement, iteration, and better decision-making in the age of AI.
https://t.co/jMxJAYz7aL