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Heart of Advice

Insights and best practices for successful financial planning engagement

A financial advisor works in his home office.

8 Tips for Launching a Successful Financial Planning Firm

In 2018, I didn’t know what an IRA was. I was a full-time musician looking for better… Read More

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Financial planner using AI

Understanding AI: What’s Next for Financial Planners?

Artificial intelligence (AI) is impacting nearly every industry by enhancing efficiency and delivering insights that enable better automation and more… Read More

Heart of Advice Podcast with guest James Werner

Getting Clients Out of Their Heads and Into Their Hearts with Brendan Frazier

Episode Summary Brendan Frazier serves as Chief Behavioral Officer at RFG Advisory, where he leads the integration of behavioral finance… Read More

Financial planner building trust during client onboarding

5 Ways Financial Planners Can Build Trust During Client Onboarding

The onboarding process is often a financial professional’s first meaningful engagement with a new client, making it a perfect opportunity… Read More

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Heart of Advice Podcast with guest James Werner

Helping Clients Make Better Decisions Through Value Alignment with James Werner

Episode Summary James Werner’s twenty-five-plus years in wealth management reflect not only deep expertise but also a genuine passion for… Read More

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Supporting the Future of Financial Planning: The eMoney University Program

A 2025 McKinsey & Company study found that there is a shortage of financial advisors that will reach 100,000 within… Read More

Financial planner learning to use AI

How Financial Planners Can Begin to Partner with AI

While there is undeniable excitement about AI’s transformational opportunities, we are past the hype cycle—AI is already starting to reshape… Read More

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A financial professional speaks to grieving clients.

Establish Yourself as a Grief-informed Advisor

Your clients are either currently grieving, know someone who is grieving, or will experience grief. But grief literacy represents a… Read More

Advisor meeting with young family

Understanding Behavioral Economics in Tax Planning

Traditional economic theory assumes people make rational financial decisions based on complete information and self-interest. But when it comes to… Read More

Multigenerational family

Uncovering and Aligning Clients’ Financial Priorities

When it comes to financial planning, each individual’s financial journey is as unique as their fingerprint, shaped by their goals,… Read More

Financial planners building trust in the 7 step process.

How to Build Trust Throughout the 7-step Financial Planning Process

The relationship between a financial planner and their client thrives on trust—an invaluable connection that takes time to earn and… Read More

A financial professional meeting with a client.

Serving the Underserved: Planning with First-generation Wealth Builders

As the son of two hard-working immigrants, I grew up watching my parents manage their limited resources to make sure… Read More

A financial advisor meets with a client.

Finding Your Client Niche

Financial professionals who have a client niche focus on serving a specific audience with unique needs. Instead of targeting everyone… Read More

Client and financial planner working together

Strategies for Managing Challenging Client Behavior

Throughout their careers, financial professionals will encounter a diverse array of clients who present a variety of challenges. Recognizing and… Read More

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