Financial Planning Research Roundup: November 2021
With 2021 winding to a close, the industry takes a look at what’s ahead, as well as the predominant obstacles… Read More
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The Role Client History Plays in Creating Strong Financial Planning Relationships
Growing up, everyone in my family changed their own motor oil. We’d purchase Quaker State—my dad’s preferred brand—and a few… Read More
5 Ways That Financial Professionals Can Save Time When Marketing
On average, financial professionals spend approximately nine hours per week on business development activities.1 That’s an entire day’s worth of work—and… Read More
How to Supercharge the Home Office with Continuous Learning
To facilitate a planning-led approach that supports financial professionals at all stages of their career, firms must fill their team’s… Read More
The Financial Wellness Opportunity for Financial Professionals
In the spring of 2021 Fidelity conducted its annual Investor Insights Study which screened nearly 2,000 investors across a wide… Read More
Taking Steps to Find the Right Clients
You could say that the first meeting you have with a potential new client is the most important one you… Read More
Taking a Modular Approach to Financial Planning
Put yourself in your client’s shoes. You’ve just engaged a financial advisor—for the first time—and while the prospect of getting… Read More
When Is Financial Wellness Not Just About Finances?
Clients and financial professionals alike are often striving for the same thing—the achievement of financial wellness for the client. And… Read More
5 Proven Financial Advisor Marketing Strategies to Grow Your Firm
Building and maintaining a healthy client base is essential for any financial professional—but ensuring that you’re continually growing your current… Read More
The Value of Emotional Intelligence in Financial Planning Relationships
With the CFP Board implementing the new Psychology of Financial Planning Principle Financial knowledge topic, the financial services industry is… Read More
