What Advisors Need to Know About Sustainable Investing
In 2020, my firm made the decision to go all in on sustainable investing. Sitting in my home office that… Read More
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Understanding the Financial Challenges and Needs of the Mass Affluent Client
While many financial advisors focus their efforts on courting high-net-worth individuals to add to their client roster, there is a… Read More
5 Smart Charitable Giving Strategies in Uncertain Times
Recent events have frayed the nerves of many investors. After a collective period of isolation and grief from the pandemic,… Read More
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You deliver a financial planning recommendation to a client—updating an outdated estate plan, for example—and months later you’re still waiting… Read More
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
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
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
