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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Prepare Now for AI Use in Financial Planning
With the introduction of such generative artificial intelligence (AI) tools as ChatGPT, Gemini (previously Bard), and others, speculation about future… Read More
Fostering Diversity and Inclusion in the Financial Planning Profession
The financial planning profession stands at a crossroads of change. As we push towards creating a more inclusive and diverse… Read More
What’s Inside the New Guide to CFP Board’s Technology Standard?
Technology is a critical tool in every financial planning firm, and it is important for financial professionals to use it… Read More
Optimize Client Reviews with Technology and Finpsych
Mid-year and annual reviews are common deliverables in any financial professional’s service calendar. Regular reviews are critical because financial planning… Read More
How to Illustrate the Value of Financial Planning
Has a prospect ever asked you, “What is the true value of financial planning?” It’s a common question, and it… Read More
Use Accountability to Promote Client Motivation
At the core of creating a successful financial plan is establishing goals that resonate with clients—goals they will be motivated… Read More
Navigating 2024 Tax Legislation: A Financial Advisor’s Guide to Key Updates and Proposed Changes
In the dynamic realm of tax legislation, financial professionals must remain vigilant to navigate their clients’ tax obligations. This blog… Read More
The Power of Empathy in Financial Planning
Financial planning is a highly personal and sensitive matter. It requires financial professionals to forge a trusting relationship between themselves… Read More
A Guide to Upgrading Your Financial Advisor Tech Stack
A new study highlights a stark reality: Your financial advisor tech stack has the potential to make or break your… Read More
