Nudging Financial Planning Clients in the Right Direction
You deliver a financial planning recommendation to a client—updating an outdated estate plan, for example—and months later you’re still waiting… Read More
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What Is Financial Wellness?
As a financial professional, your understanding of the concept of financial wellness is critical to helping your clients achieve it. Read More
What Planning Analytics Do Advisory Firms Need and Why?
As digital customer interactions show no signs of slowing, the race to utilize business intelligence is on. This is especially… Read More
Using Data to Optimize Employee Financial Wellness
Employers are increasingly interested in financial wellness programs—and the expertise retirement advisors have to offer. Combining that expertise with data provides… Read More
Bring Client Retirement Goals to Life in Vivid Color
Setting goals for life after retirement can be difficult. Our goals and values change, the thought of retirement may be… Read More
Financial Fact-finding Workflows to Kickstart Planning Relationships
The start of every financial planning relationship inevitably involves some type of financial data gathering and organization. This process is… Read More
Making Your Advice Easy to Understand and Actionable
You present a solid, fact-based financial plan. Your client is elated and on board with your recommendations. However, stagnation quickly… Read More
Defining the Retirement Advisor’s Role in Employee Financial Wellness
If you follow the employee benefits industry, then you’ve likely been reading a lot about how employers are upping their… Read More
The SEC’s New Marketing Rule: Who’s Using Testimonials and How
When it comes to marketing, advisors have always relied on social proof, including asking clients for referrals. So, when the… Read More
The Hybrid Model of Financial Planning for Broader Engagement
Even with the wide availability of digital planning and advice tools, people still need—and demand—a human touch when seeking financial… Read More
