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Heart of Advice

Insights and best practices for successful financial planning engagement

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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

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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

A financial professional working on their laptop.

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

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Empowering Financial Wellness: How Client Portals Reduce Financial Anxiety and Transform Client Relationships

Feelings of financial insecurity have surged to an all-time high among Americans, with one-third (33 percent) reporting that they do… Read More

A financial advisor holding a review meeting with clients.

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

value of financial planning

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

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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

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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

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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

financial advisor tech

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

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