Shownotes Transcript
In this episode of the iWealth Podcast, Brad Connors and Mega Matt dive into iWealth’s signature client journey—the iPath. Designed to simplify the complex world of financial planning, the iPath is an eight-step process that helps individuals and families align their money with their most important goals.
Brad explains that the iPath was created out of necessity. Clients often ask, “What do you actually do?” or “How are you different from other advisors?” The iPath answers those questions with clarity, structure, and purpose. Instead of offering vague promises or focusing only on investment returns, iWealth walks clients through a repeatable framework that uncovers goals, identifies opportunities, and builds a tailored plan.
- iDiscussion – The journey starts with a meaningful conversation around your hopes, dreams, fears, and goals. It’s not about the size of your account—it’s about what matters most in your life.
- iInventory – Using a Life Planning Guide, Brad and the team help you take stock of everything—accounts, policies, income streams, legal documents, and more—so you know where you stand.
- iGaps – This stage identifies the blind spots. Whether it's beneficiary designations that don’t match your will, missed Roth conversion opportunities, or tax inefficiencies, iWealth surfaces the issues before they become problems.
- iSolutions – For every gap identified, there's a potential solution. This step is about clearly outlining the recommended fixes and strategies that move your plan forward.
- iDiscover – Here’s where the journey becomes personal and practical. Using the FDC “Plan on Purpose” tool, iWealth calculates a Lifetime Plan Score—a measurable number that grows over time as you address key planning areas.
- iTrack (iTRA) – Clients get access to iTRA, a secure digital dashboard that functions as a living balance sheet. Log in anytime to see your assets, liabilities, and progress—all in one place.
- iValue – This step centers on investments, but through a fiduciary lens. With no commissions and a long-term relationship mindset, the iWealth team works to align your investment strategy with your plan—not the other way around.
- iFirst – Inspired by the Golden Rule, this final step is about client service and ongoing stewardship. Treat others how they want to be treated—and always put the client first.
Brad emphasizes that the iPath is about consistency, not perfection. It’s not about having the best mutual funds or claiming to be the smartest person in the room. Instead, it’s about delivering value through clarity, organization, and a long-term commitment to helping clients live out their dreams—intentionally.
Whether you’re approaching retirement, building wealth, or just trying to get financially organized, this episode gives a behind-the-scenes look at how iWealth guides clients through the process—step by step.
Here’s a breakdown of the 8 iPath steps:📲 Hashtags: #iWealthPodcast #iPath #FinancialPlanning #FiduciaryAdvisor #RetirementPlanning #WealthManagement #PlanOnPurpose #MoneyMindset