What is financial planning software? At the most basic level, any program that can complete financial calculations and projections across… Read More
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.
Using Financial Wellness Technology to Connect with Millennials When and Where They Look for Financial Advice
This is the third blog in a three-part series on serving the underserved millennial generation—our first and second posts discussed… Read More
A few months ago, I would have given a different answer to the question, “What do you see influencing the… Read More
The financial planner clients I work with through my firm, Generational Insights, find it’s getting harder to engage and gain… Read More
2020 eMoney Summit - Power to the PlanDiscover new ways to transform your business, deliver value and generate successful outcomes. October 19-21.
This is the second blog in a three-part series on serving the underserved millennial generation—you can read the first… Read More
Let’s face it, when it comes to financial advice your clients have plenty of options. Perhaps more than office location,… Read More
I believe that financial planning is the future of our industry. Client expectations are evolving, technology is disrupting the traditional… Read More
CE Webinar: Stuck in the Middle Between Children and Elders - The Sandwich Generation November 5th, 2:00pm ETREGISTER NOW
For financial professionals, the millennial generation matters now. A recent study from Fidelity showed that 57 percent of advisors’ clients… Read More
Transparency in financial planning is a powerful way to build trust and engagement. It involves clients in the financial planning… Read More
The seven-step financial planning process provides a complete workflow for establishing productive, long-term relationships. This structure creates a truly engaging… Read More