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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Maximize the First Meeting with a Sample Advisor Script
Something I’ve learned over many years in this industry is this: Clients will choose you based on the questions you… Read More
3 Essential Ways of Getting to the Heart of What Matters for Clients
A financial plan should be an accurate reflection of a client’s truest vision for their future. It’s easier said than… Read More
SECURE 2.0 Act: What Financial Advisors Can Expect
The SECURE 2.0 Act, signed into law December 29, 2022, is designed to help strengthen the retirement system and Americans’… Read More
Is There an RIA Tech Stack Recipe?
As a technology consultant in the wealth management industry, the number one question I get asked by advisors, planners, business… Read More
Pro Bono Financial Planning and Beyond: 7 Opportunities to Give Back
If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve… Read More
How to Present a Financial Plan: 4 Tips for Greater Engagement
When financial professionals know how to effectively present a financial plan, they can better engage clients in the planning process… Read More
Incorporating the Financial Planning Hierarchy of Needs to Achieve Holistic Financial Planning
As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings… Read More
Goal-based Financial Planning for All Life Stages
Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. Whereas cash… Read More
CFP Board’s Crypto Guidelines Offer a Word of Caution
A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor… Read More
8 Powerful Ways to Grow as a Financial Planner
Financial planning is inherently a helping profession. I feel fortunate to have a career as a financial planner, dedicating every… Read More
