The easy way to communicate, demonstrate and evidence your immense value to prospects, and to new and existing clients (on an ongoing basis) so you can confidently demand bigger fees and easily attract and convert more of the RIGHT clients.

All done with this easy-to-use highly effective scorecard. 

“ScoreMy has really helped me. It really has. I don't need to try to articulate my value because ScoreMy does that for me. 

It allows me to easily differentiate myself because nobody else is communicating financial planning in this way. 

So, I'm not having to try too hard. I'm not trying to sell. I'm not trying to convince. I don't have to. They are seeing immediately my value, I’m not having to do any convincing.”

Eldon De Waal CFA.

Clients who fully engage the services of a Financial Planner will show a consistent increase in their personal satisfaction levels. ScoreMy gets this documented as proof!

ScoreMy provides tangible evidence of this positive impact by enabling you to score your clients at intervals and compare their improving scores - and even benchmark them with all other users of this scorecard.

The scorecard comprises ten statements about your clients' financial planning in relation to their lifestyle, bucket list, risk, tax and estate planning to assess how financially prepared they feel for their future.

Our user feedback confirms that in over 95% of cases, new and prospective clients will initially score low, but as soon as they receive the benefits of your service, they will score higher - and this will further increase over time - demonstrating and evidencing the ongoing value you are adding.

What you'll get:

"Happy clients, bigger fees, and more of the RIGHT clients"

✔️ Powerful scorecard that records increasing satisfaction from clients 

✔️ Secure links to send to clients with secure feedback of results

✔️ Opportunity to embed the ScoreMy scorecard into your website and use on social media

✔️ Access to Member Portal with ideas, tips and techniques to maximise your results

✔️ White-labelled blogs and articles to direct prospects to your scorecard

✔️ Tips and ideas to maximise your marketing efforts

✔️ Invites to member webinars

✔️ Member tips and forum

Our Refund Policy

This is a no-risk offer. If within 30 days you are not happy for whatever reason with your purchase we will provide a full refund.