Uncovering Client Personality, Attitudes, Values, and Beliefs
You are the expert when it comes to creating a financial plan or investment strategy. Regardless of your expertise, each… Read More
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eBook: From Portfolio Manager to Planner - Using the Data You Have to Evolve Your Business and Client Relationships
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Navigating the Hiring Process: Best Questions to Ask Financial Advisor Candidates
Hiring a new financial advisor for your firm requires a strategic process to ensure a seamless match for your team… Read More
Savvy Education Planning: 529 Plan to Roth IRA and More
College planning is not just a smart move for families, it’s also a promising service area for financial advisors seeking to connect… Read More
Best Practices for a Successful CFP® Exam Result
CERTIFIED FINANCIAL PLANNER™ professionals have achieved a prestigious designation that signifies a high level of expertise and a commitment to… Read More
What Is Financial Psychology and How Can Financial Advisors Use It?
Financial psychology is becoming an increasingly popular and crucial practice in financial planning. Many financial planners now recognize the need… Read More
Podcast Episode #2: Couples & Money, Keeping Clients on the Same Page with Sonya Lutter and Michael Kothakota
EPISODE SUMMARY Have you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2… Read More
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
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
