Earning Millennial Trust by Meeting Expectations for a Seamless Digital Experience
This is the second blog in a three-part series on serving the underserved millennial generation—you can read the first post… Read More
Explore Our Categories
Fintech
Financial planning technology is essential for balancing personalization and scale in the delivery of financial advice. Keeping up with fintech solutions empowers advisors and firms to transform their planning experience through innovation. A greater understanding of financial planning technology can help you and your firm realize higher planning ROI.
Engaging Millennials Requires New, Transparent Pricing Models for Financial Planning
For financial professionals, the millennial generation matters now. A recent study from Fidelity showed that 57 percent of advisors’ clients… Read More
How to Use Transparency in Financial Planning as a Tool for Client Engagement
Transparency in financial planning is a powerful way to build trust and engagement. It involves clients in the financial planning… Read More
Creating a Better Client Experience With or Without the DOL Fiduciary Rule
Sometimes when you are waiting for a story to end you may start to imagine your own ending. With a… Read More
Building Client Engagement with Client Portals Makes Financial Planning More Profitable
Client portals for financial professionals are an invaluable tool for collaborating with clients for more productive, long-term financial planning relationships. Read More
The Financial Advisor’s Social Media Primer: Plan First, Then Select Your Tools
Pause for the next 30 seconds and think about your approach to social media as a financial advisor. If you’re… Read More
Accounting for Longevity in Retirement Planning
Client longevity is often a top concern for financial professionals in retirement planning. How long a client lives impacts the… Read More
The Experience Stack: Using Financial Planning Technology for Client Engagement
An enormous opportunity exists for financial advisors to engage clients with actionable financial plans to grow planning revenues. A recent… Read More
Webinar Replay: Guiding Clients Through Market Volatility by Leveraging eMoney and Riskalyze
Market volatility feels less alarming for clients when they’re prepared to face it. Advisors aiming to alleviate client anxieties must… Read More
Empowering Holistic Financial Planning Through Data Aggregation Technology
Financial planning is rarely one size fits all. Every client is unique, with a variety of personal goals and challenges… Read More
How Does Your Client Experience Stack Up? Take the Assessment!
Only 26% of financial planners say their clients are highly engaged and motivated. Take this self-assessment to see how your client experience compares!
TAKE THE ASSESSMENT