44 Questions to Ask Clients to Understand Their Values
Understanding a client’s values is an essential step in building them a financial plan that will help them achieve their… Read More
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Understanding the Marketing Technology Landscape for Financial Professionals
Marketing technology is taking over the financial services industry—and for good reason. According to an eMoney study, the top marketing… Read More
Psychology for Planners: How to Engage with Clients’ Financial Behavior
Money is deeply personal—our financial behavior is intimately linked with the perceptions, ideas, attitudes and beliefs we’ve formed around money… Read More
Financial Planning Research Roundup: May 2021
With vaccine deployment continuing at a steady pace across the globe, firms are setting their sights on what the next… Read More
Building an Advice Relationship Based on Financial Wellness
It’s a sad reality that most people are not proactively managing their financial lives. They often only turn to a… Read More
The Rise of Holistic Planning: What It Means for Financial Professionals and Clients Alike
As the world continues to digitize, financial professionals are able to better serve clients who are looking for more personalized… Read More
A Plan for Every Client
For financial professionals offering financial planning, there is a challenge to replicate a great client experience time and time again. Read More
The ROI of Financial Planning Software
As more and more financial service firms strive to adapt to a digital environment and the evolving client demands for… Read More
Perfecting Your Client Service Model
The client’s experience is more important than ever. It’s vital during times of disruption to retain clients, and it’s imperative… Read More
What Is a Holistic Financial Planner?
Investment management is becoming increasingly commoditized. The rise of robo-advisors, increased regulations, fee evolution, and investor expectations are pressuring financial… Read More
