The Value of a Robust Client Portal in Financial Planning Relationships
A client portal is a client’s connection to their financial plan. It’s the technology that keeps them… Read More
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eBook: From Portfolio Manager to Planner - Using the Data You Have to Evolve Your Business and Client Relationships
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4 Tips for Advisors to Start Uncovering Client Values
A successful financial planning relationship depends on a planner’s ability to dive deep into a client’s core values. But when… Read More
Creating a Financial Advisor Business Plan: A Comprehensive Guide
What separates the elite practice from the ordinary? That would be a financial advisor business plan, according to consulting firm… Read More
The Role of Artificial Intelligence in Financial Planning
Artificial intelligence (AI) has garnered outsized attention as of late with the launch of ChatGPT and other generative AI platforms. Read More
eBook: The New Advisor Value Proposition
Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.
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5 Lead Nurture Tips for Financial Advisors
In today’s competitive financial services landscape, simply generating leads is not enough to sustain a thriving financial planning practice. While… Read More
Finpsych Techniques Boost Holistic Financial Planning
The role of financial psychology in an individual’s overall well-being is increasingly being recognized by financial professionals. By incorporating financial… Read More
The Rise of Gray Divorce: How Advisors Can Help Navigate the Transition
With people living longer lives, gray divorce has risen to its highest level in U.S. history. Around 36 percent of… Read More
What Is Holistic Financial Planning?
In today’s world, clients expect more than just a focus on investments when seeking out wealth planners. They want advisors… Read More
Podcast Episode #4: Creating an Inclusive Financial Planning Practice with Jake Nuno
EPISODE SUMMARY Have you ever thought about what it would take to make your financial planning practice more inclusive? LGBTQ+… Read More
Understanding the Role of Insurance in Financial Planning
What role does insurance play in financial planning? Do any research on the topic and you’ll find results that mention… Read More
Digital Empowerment: How Firms Are Maximizing Client Engagement
A recent study of digitally empowered financial services firms reveals surprising insights. It surfaced the fact that innovators, ranging from… Read More
Understanding the Common Barriers to Client Action
As a financial advisor, your goal is to help others achieve their financial goals. But what happens when potential clients… Read More
Using Data to Gain Client Mindshare
Mindshare is a marketing term that refers to the level of consumer awareness associated with a product or brand. In… Read More
Podcast Episode 3: Fintech Plus Financial Psychology = Success, with Greg Furer
EPISODE SUMMARY Want to grow your financial planning practice and work smarter, not harder? Gain the insight you need to… Read More
