Financial planning is driven by a client’s personal and financial priorities. In this way, each plan is unique. Understanding basic and advanced planning techniques can help you deliver personalized plans to all your clients, regardless of where they are in their financial lifecycle, to help them achieve their most important goals in life.
When it comes to charitable giving, cash is not king. If you have a client who’s making cash donations, and… Read More
It turns out that nearly a third of Americans would rather do anything else than create a will.1 Even after… Read More
How Planning-led Are You? Take the Assessment!Only 1 in 5 firms have completely digital onboarding. Take the assessment to see how your firm stacks up and learn ways to improve your discovery workflows.
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Financial professionals are forever searching for better ways to serve clients and grow their businesses. Our research shows that advisors who adopt… Read More
“It has been a long six years,” Prince’s lawyer L. Londell McMillan said in a 2022 hearing. That occasion marked… Read More
Estate planning: for financial planners, it’s complicated. If you’ve been wondering what estate planning questions to ask clients, you’re not… Read More
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When talking about retirement, financial planners may find themselves answering some of the same questions for many of their clients:… Read More
While many financial advisors focus their efforts on courting high-net-worth individuals to add to their client roster, there is a… Read More
Recent events have frayed the nerves of many investors. After a collective period of isolation and grief from the pandemic,… Read More
How Planning-led Are You? Take the Assessment!
Only 1 in 5 firms have completely digital onboarding. Take the assessment to see how your firm stacks up and learn ways to improve your discovery workflows.TAKE THE ASSESSMENT