The Value of Interactive Financial Planning: Engaging Clients on What Matters Most
Financial professionals are forever searching for better ways to serve clients and grow their businesses. Our research shows that advisors who adopt… Read More
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3 Celebrity Estate Planning Slipups Clients Can Learn From
“It has been a long six years,” Prince’s lawyer L. Londell McMillan said in a 2022 hearing. That occasion marked… Read More
Cultural Humility in Financial Planning
Amidst the increase in social unrest here and abroad, there’s a tenet of financial psychology that has become especially relevant… Read More
Financial Planning for the Retirement Transition
Periods of our lives are often categorized into phases. As we move through life, change is inevitable, but that doesn’t… Read More
Financial Planning Research Roundup: October 2022
In this month’s research roundup, we see cryptocurrency and environmental, social, and governance (ESG) investing are experiencing massive growth in… Read More
Top Tips for Deciding Whether to Go Independent as a Financial Advisor
The pandemic led many to rethink where, how, and why they work—including financial professionals. If you’re among them and thinking… Read More
10 Questions to Help Clients Navigate Estate Planning
Estate planning: for financial planners, it’s complicated. If you’ve been wondering what estate planning questions to ask clients, you’re not… Read More
Monte Carlo Simulations for Retirement: Sparking Conversations that Matter
When talking about retirement, financial planners may find themselves answering some of the same questions for many of their clients:… Read More
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
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
