Mastering Difficult Conversations: Tips for Delivering Bad News to Clients
It’s the conversation many financial professionals dread: delivering bad news to a client. Unfortunately, these conversations are an inevitable part… Read More
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Understanding Financial Values: How They Shape Behavior and Decision-making
No two clients are alike, but they all share one thing: values that guide their decisions. Financial advisors who connect… Read More
When and How to Ask for Client Referrals
Many financial professionals are taught that getting referrals is achieved by asking, “Do you have three friends, neighbors, or family… Read More
Crafting A Client Retention Strategy: Best Practices for Financial Planners
Gaining a new client is just the first step in growing your business. With each new client you acquire, you… Read More
Understanding the Psychology of Referrals in Financial Planning
Client referrals are a key part of growing and sustaining a financial planning practice. Understanding why clients refer and how… Read More
6 Things Firms Need to Know About AI in Aggregation
Account aggregation works entirely behind the scenes, but it has a very real and direct impact on both the advisor… Read More
Build a Foundation That Motivates Clients to Action
According to Self-determination Theory, when someone works towards a self-endorsed goal, motivated by values, interest, or enjoyment, their efforts are… Read More
Tips on Year-round Healthcare Planning for Financial Advisors
As a financial professional, you understand the critical role that healthcare costs play in your clients’ overall financial picture. With… Read More
The Intersection of Trust, Collaboration, and Technology in Financial Planning
In our recent “Planning Better Together” research, it was confirmed that trust and collaboration are essential to the success of… Read More
The Transformative Power of Questions in Financial Planning
In financial planning, asking intentional questions is more than just a skill—it’s a transformative tool for financial professionals and the… Read More
