The Role of Technology in Pro Bono Financial Planning
Financial advisors typically serve those of means. But in the wake of the disruption from the COVID-19 pandemic, the lower-… Read More
Explore Our Categories
Perfecting Your Client Survey
Client relationships are at the core of every financial professional’s business. If you deliver the best possible experience to your… Read More
Understanding the Challenge of Employee Financial Wellness
More than three-quarters of us are living with daily financial anxiety, regardless of socioeconomic status—your clients, neighbors, family members, colleagues,… Read More
How Advisors Can Support LGBTQ+ Clients with Comprehensive Planning
As a CERTIFIED FINANCIAL PLANNER™ who serves people in the LGBTQ+ community, I’m often asked, “What’s different about LGBTQ+ planning?”… Read More
How to Build a Sales Pipeline from Scratch as an Advisor
The old-fashioned way of building a sales pipeline as a financial advisor was “smiling and dialing”—cold calling prospects and projecting… Read More
4 Ways to Make Clients More Comfortable Talking About Money
Every financial planning professional has their own version of onboarding, whether it’s a face-to-face consultation or gathering client information and… Read More
Client Segmentation for Financial Planners: Improving Efficiency, Profitability, and Client Satisfaction
Client segmentation divides clients into tiers, so financial planners can provide the services, engagement methods, time, and energy best suited… Read More
How Financial Professionals Can Establish a Brand with Employees
Research shows that financial advisors do not rank well as education sources for employee financial wellness and that one of… Read More
Top Considerations for Overcoming Legacy Banking Systems
When you want to make the most of a market opportunity, there’s often a capital investment needed to help you… Read More
Financial Planning Research Roundup: May 2022
Last month crypto assets once again grabbed headlines as U.S. legislation promises to provide clarity in the industry—and just in… Read More
