Helping Clients Find Their Purpose
Everybody deserves the opportunity to become financially resilient. It’s one of the main reasons I became a financial planner—because I… Read More
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Is Gen XYZ Redefining Financial Planning Relationships?
Investors in the Baby Boomer generation have long set the standards for advice delivery in financial planning. Their relationship preferences… Read More
Client Education: Driving Engagement and Retention with the Right Marketing Mix
While it may not be everyone’s favorite task, we all know that marketing yourself and your financial planning business is… Read More
You’ve Built a Digital Crowd, Now Engage
It’s always exciting to gain more followers on social media, receive invitations to connect, and add new contacts to your… Read More
Financial Planning for Millennials
In 2016, the Millennial generation (those born from 1981 to 1996) overtook Baby Boomers as the largest generation of employees… Read More
Borrowing Techniques from Financial Therapy to Improve Client Outcomes
The CFP Board is adding a new category called “Psychology of Financial Planning” to the list of topics on which… Read More
Your Clients Want to Talk About Financial Wellness
As a financial professional who studies and promotes financial wellness as a means to attain overall well-being, it comes as no surprise… Read More
Aligning Your Financial Planning Practice with Financial Therapy
Have you ever had a client who despite all efforts to implement your recommendations in their financial plan wasn’t sticking… Read More
Financial Planning Research Roundup: December 2021
With 2021 behind us, the industry looks forward to the year ahead and into the future of financial planning. There’s… Read More
Financial Planning Trends for 2022 and Beyond
In recent years, the impact of COVID-19 has undoubtedly been one of the major forces shaping the financial planning industry. Read More
