10 Questions to Help Clients Navigate Estate Planning
Estate planning: for financial planners, it’s complicated. If you’ve been wondering what estate planning questions to ask clients, you’re not… Read More
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The Value of Interactive Financial Planning: Engaging Clients on What Matters Most
Financial professionals are forever searching for better ways to serve clients and grow their businesses. Our research shows that advisors who adopt… Read More
Understanding the Financial Challenges and Needs of the Mass Affluent Client
While many financial advisors focus their efforts on courting high-net-worth individuals to add to their client roster, there is a… Read More
What Personalized Financial Planning Really Means to Clients
There is a wide disconnect today in the wealth management industry when it comes to the personalization of financial plans. Read More
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DAF Before QCD? A Charitable Giving Strategies Q&A with Dr. James
When it comes to charitable giving, cash is not king. If you have a client who’s making cash donations, and… Read More
Advisor Self Reflection Is Key to Understanding Money Biases
As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would… Read More
Translating Client Dreams to Planning Goals
When asked about your financial goals, do you have a ready answer? And if you do, how detailed is that… Read More
Top Estate Planning Resources for Financial Planners
It turns out that nearly a third of Americans would rather do anything else than create a will.1 Even after… Read More
3 Ways to Weave Gratitude into Your Financial Planning Practice
For investors, volatile markets often highlight an unfortunate quirk of the human brain: We fixate on the negative. Our tendency… Read More
3 Celebrity Estate Planning Slipups Clients Can Learn From
“It has been a long six years,” Prince’s lawyer L. Londell McMillan said in a 2022 hearing. That occasion marked… Read More
Cultural Humility in Financial Planning
Amidst the increase in social unrest here and abroad, there’s a tenet of financial psychology that has become especially relevant… Read More
Financial Planning for the Retirement Transition
Periods of our lives are often categorized into phases. As we move through life, change is inevitable, but that doesn’t… Read More
Marketing Your Financial Wellness Expertise to Employers
During a recent conversation with a friend who is a corporate financial wellness strategist, we got to talking about how… Read More
Financial Planning Research Roundup: October 2022
In this month’s research roundup, we see cryptocurrency and environmental, social, and governance (ESG) investing are experiencing massive growth in… Read More
