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
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How a Crisis Accelerates the Need for Holistic Planning and Education for Clients
A few months ago, I would have given a different answer to the question, “What do you see influencing the… Read More
Why Education Is Essential for Supporting Diversity in Financial Planning
The financial planning industry today faces a serious lack of diversity. While people of color will collectively become the majority… Read More
Financial Planning Software and the 7 Step Financial Planning Process
What is financial planning software? At the most basic level, any program that can complete financial calculations and projections across… Read More
2020 eMoney Summit - Power to the Plan
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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
Streamlining Compliance to Better Engage Prospects and Clients
Compliance is typically seen as a back-office function, but it actually plays an important role in interactions with prospects and… Read More
Four Generational Trends Financial Planners Should Consider in Engaging Today’s Client
The financial planner clients I work with through my firm, Generational Insights, find it’s getting harder to engage and gain… Read More
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… Read More
Personalizing Client Communications Can Build Deeper Planning Relationships
Let’s face it, when it comes to financial advice your clients have plenty of options. Perhaps more than office location,… Read More
Empowering Youth with Financial Literacy: The Urgent Need to Teach Our Kids About Money
Teaching basic financial literacy to today’s kids could have enormous impacts on the well-being of those individuals later in life,… Read More
Getting Started with Financial Planning at Your Firm
I believe that financial planning is the future of our industry. Client expectations are evolving, technology is disrupting the traditional… 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
Bridging the Gap Between Finance and Technology
The COVID-19 pandemic has brought with it trying economic times for clients and their advisors. Like during the Financial Crisis… Read More
Webinar Replay: Applying the Financial Planning Process Throughout the Client Lifecycle
The seven-step financial planning process provides a complete workflow for establishing productive, long-term relationships. This structure creates a truly engaging… Read More
