Why Teaching Clients May Be Your Most Strategic Asset in 2026
Many financial professionals see the annual calendar change as a time to look for future opportunities. For forward-thinking financial planners… Read More
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The Evolution of Transparency in Financial Planning
Remember the Willy Wonka chocolate factory? A mysterious place where incredible things happened behind closed doors, with only the final… Read More
Talking About Tomorrow: Expert Insights from Industry Leaders
At the 2025 eMoney Summit, we asked industry experts to share their perspective on the evolution of financial planning, how… Read More
How I Learned to Think Differently About Time—And How Advisors Can Use It to Grow
For the last 13 years of my career, I’ve spent a lot of my time working with and coaching financial… Read More
Research Shows Transformational Impacts of Client Portals
Financial planning in today’s world increasingly relies on technology and using digital tools to enhance the role of a financial… Read More
Helping Clients Redefine Wealth
The financial advisory industry has been experiencing a profound shift in how wealth is defined and discussed with clients. For… Read More
Intentional Leadership and Inclusion in Wealth Management with Marcel V. Quiroga
Episode Summary Marcel V. Quiroga, CEO of TQM Wealth Partners, is a trailblazer with a personal, purpose-driven approach to financial… Read More
How AI Can Help Build Better Relationships: Planner-led, AI Augmented
In a previous article, we explored how AI can support automation to handle repetitive, time-consuming, mostly back-office tasks. That discussion… Read More
The Biopsychosocial Model: A New Compass for Financial Planners
Traditional economic-only financial planning models often overlook the complex interplay of factors that extend beyond economic resources. Even when financial… Read More
Financial Planning for Small Business Owners
The typical small business owner deeply intertwines their personal identity with their enterprise, viewing their business not just as a… Read More
