Moneyminding connects financial advisers, consumers

Posted by Warren Frey

Moneyminding, a new company that has created a multi-media educational system that aims to teach people how to gain financial acumen without having to go back to school.

The current system, said MoneyMinding CEO Tracy Piercy, doesn’t work. People have been told to save a nest egg for retirement but only bring home $3,000 a month, so there’s a disconnect between what people are told they should do and what’s actually possible. Additionally, financial professionals are recognizing the need to branch out into a values-based approach and are hungry for a way to stand out from the crowd, Piercy said.

Moneyminding changes the paradigm by automating the delivery of financial education to the consumer.The company’s core product is the MoneyMinding Makeover, which puts consumers through a 30 hour training course that can be attended live or by webinar for $2,000. The course can also be licensed to industry professionals, who can then train consumers. This creates a monthly-annuity like income with high profit margins and low turnover, Piercy said.

Company:
The Angel Forum
Website:
http://www.ANGELforum.org
Location:
Vancouver, British Columbia, Canada

Founded in 1997, the Angel Forum - Vancouver semi-annually introduces emerging companies to private equity investors. As one of the oldest & largest angel groups in Canada with 90+ investors, its primary objective is to facilitate investment in emerging companies. Presenting companies have raised over $24 million directly through the Forum. Since 1998, Investor Ready workshops for entrepreneurs and now Investor... more

Company:
MoneyMinding Inc.
Website:
http://www.moneyminding.com
Location:
Victoria, British Columbia, Canada

MoneyMinding Inc. is a multi-media financial training and licensing business. The business is wrapped around an inexpensive, home-study financial education system, which can be delivered directly to consumers either via retail sales over the Internet or from MoneyMinding certified financial professionals. more


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Warren Frey

Warren Frey

Warren Frey is a writer, editor, blogger and podcaster based out of Vancouver, BC. After working for six years in the Canadian broadcasting industry, he switched to print and has since covered varied assignments from plumbing conferences to star-studded film galas. But he’s never lost his love for the internet and interactive media, from his teens when he dived into the WELL on his “Woz”... more



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