When shifting to a fee-based or fee-only financial planning model, one of the primary considerations is what fee structure to… 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.
The financial planning industry has been steadily moving away from commission-based product sales for decades. Charging clients a fee based… Read More
With newly proposed tax legislation looming, helping clients navigate this environment presents a big opportunity for today’s financial professionals. Tax… Read More
The wealth management industry once relied on product commissions to generate revenue, giving away financial plans for free. Over time,… Read More
Monte Carlo analysis is a powerful tool for financial planners working to secure a client’s trust in their financial plan. Read More
CE Webinar: Positive Prenuptial Agreements (1 CFP® CE Credit)
Prenuptial agreements are increasing in popularity, but couples still find these agreements difficult to talk about. Join us Thursday, June 2 at 2pm ET to learn how to navigate these agreements with clients.REGISTER NOW