2022 Consumer Investor Trends and the Role of the Advisor
Some interesting consumer trends have surfaced as part of a December 2021 survey conducted by eMoney Advisor.1 While self-directed investing continues… Read More
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How Optimizing Your Client Engagement Strategy Fuels Your Acquisition Efforts
Acquiring new clients can be time-consuming and painstaking work, requiring research, networking, and getting the timing just right. The good news… Read More
Expanding Your Planning Practice with Financial Psychology
Financial planning has become about a lot more than helping people retire comfortably. While that may still be a primary… Read More
Financial Fights: How to Help Your Clients Work Through Them
For most of us, the way we discuss money today comes from our parents or guardians and how they were… Read More
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
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
