Connecting Marketing and Planning to Create a Sticky Client Journey
The client journey is the backbone of business development. If you want to convert prospects into clients and then keep… Read More
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Maximizing Adoption of Planning Technology
In 2020 financial professionals and consumers across the country were forced to conduct all facets of work and life at… Read More
What Is a Financial Therapist?
Financial therapy sits at the intersection of financial advice and therapy, where its practitioners offer either financial guidance to address… Read More
Financial Planning Research Roundup: April 2021
The pandemic has shaped life as we know it, and its impact on financial advice is lasting. While many financial… Read More
Talking About Money
Talking about money is difficult no matter who’s participating in the conversation, but it can be especially challenging when family… Read More
A Partner Beyond Planning Technology
A lot of attention and evaluation goes into a financial planning solution deal. But once the contract’s ink is dry,… Read More
Helping Clients Overcome Barriers to Financial Wellness
The journey to financial wellness takes time and should be viewed as a process. The challenges and barriers encountered will… Read More
4 Marketing Tactics Used by Fast-growing Financial Planning Firms
According to a digital marketing study by Fidelity, financial professionals attribute 20 percent of their leads to marketing activities.1 But… Read More
Digging Deep for Financial Plans That Align with the Goals of Your Clients
Financial plans can’t be superficial. They have to touch every aspect of a client’s life to truly help them achieve… Read More
Adopting Planning Teams to Maximize Efficiency and Win
You may wonder, ‘When did financial planning become a team sport?’ Well, by definition a team sport includes any activity… Read More
