Lakewood, CO (PRWEB) March 16, 2010
WealthBook, a leading provider of online financial planning for families and their trusted professional advisors, today announced its partnership with acclaimed author and financial literacy expert Sarano Kelley. As a key element in his “Stand Up for Financial Literacy” campaign, Kelley will use WealthBook as a platform to help professional advisors and their clients make educated financial decisions with today’s—and tomorrow’s—wealth.
Kelley, who authored “The Game: Win Your Life in 90 Days,” will draw upon his experience as a Motivational Speaker and Life Coach as he extends his message of financial literacy to households across America. This campaign comes at a time when many Americans have experienced the strains of financial hardship, and it promises to be the largest financial literacy campaign to-date for the financial services industry.
Collaboration among professional advisors and their clients—as well as advisor collaboration on behalf of shared clients—is one of the primary focus areas of this campaign. WealthBook provides the online platform for professional advisors (e.g., financial advisors, tax advisors, legal advisors, insurance advisors, and care-givers) to work with clients. Together, advisors and clients can become aware of planning needs and overcome wealth transfer challenges by assembling important documents in a central location for heirs and executors to access.
“We are very excited to join forces with Sarano Kelley in this massive effort to teach financial literacy to families across the nation,” said John Birrenkott, CEO and founder of WealthBook. “His track record of lifestyle coaching speaks for itself, and his knowledge of what it is to offer true financial guidance is unbeatable. When combined with WealthBook, households across America will have a tool and a process to help ensure their financial legacy.”
For many households, a lack of financial knowledge and lack of trusted advisors leads to enormous financial mistakes. In a popular docudrama called “Broke and Famous,” which aired on VH1 in November 2009, viewers learned about celebrities who go from wealthy to poor--all because of a lack of financial planning. With Sarano Kelley’s coaching, one such individual, actor and child-star, Willie Aames, was able to regain financial stability and get a second chance at life. Now, Mr. Kelley will bring financial education to the masses.
About WealthBook (http://www.wealthbook.com)
WealthBook provides professional advisors with Web 2.0 features for generating referrals and delivering client service in a secure, online environment. With WealthBook, advisors have an efficient way to expand their referral network by working with clients and their clients’ advisors. Backed by world-class customer support and stringent security measures, WealthBook is helping professional advisors grow their business and create lifelong relationships through elevated client service.
About Sarano Kelley (http://www.saranokelley.com)
For several years running now, Sarano Kelley has been rated as the number one speaker at the Securities Industry Association at the Wharton School of Business. Kelley has appeared on “Good Morning America” and in his own ABC TV primetime television special for children called “The Game: Winning at Life.” His not for profit foundation applies the same principles to schools across the nation.