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Heart of Advice

Insights and best practices for successful financial planning engagement

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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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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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Advisor and client talking about values around table and laptop

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

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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

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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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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

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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

Heart of Advice Podcast

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

eBook: From Portfolio Manager to Planner - Using the Data You Have to Evolve Your Business and Client Relationships

Download Now
A financial advisor having a conversation with a client.

Uncovering Client Personality, Attitudes, Values, and Beliefs

You are the expert when it comes to creating a financial plan or investment strategy. Regardless of your expertise, each… Read More

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Navigating the Hiring Process: Best Questions to Ask Financial Advisor Candidates

Hiring a new financial advisor for your firm requires a strategic process to ensure a seamless match for your team… Read More

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Savvy Education Planning: 529 Plan to Roth IRA and More

College planning is not just a smart move for families, it’s also a promising service area for financial advisors seeking to connect… Read More

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Best Practices for a Successful CFP® Exam Result

CERTIFIED FINANCIAL PLANNER™ professionals have achieved a prestigious designation that signifies a high level of expertise and a commitment to… Read More

Advisor in meeting with client using financial psychology

What Is Financial Psychology and How Can Financial Advisors Use It?

Financial psychology is becoming an increasingly popular and crucial practice in financial planning. Many financial planners now recognize the need… Read More

Heart of Advice Podcast

Podcast Episode #2: Couples & Money, Keeping Clients on the Same Page with Sonya Lutter and Michael Kothakota

EPISODE SUMMARY Have you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2… Read More

Heart of Advice Podcast

Podcast Episode #1: The Next Level of Personalized Wealth Planning With Abbey Henderson

EPISODE SUMMARY Welcome to the first episode of the Heart of Advice Podcast. My co-host Connor Sung and I are… Read More

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