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Heart of Advice

Insights and best practices for successful financial planning engagement

529 to Roth IRA college planning

Savvy Education Planning: 529 Plan to Roth IRA and More

College planning is not just a smart move for families, it’s also a promising service area for financial advisors seeking to connect… Read More

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Best Practices for a Successful CFP® Exam Result

CERTIFIED FINANCIAL PLANNER™ professionals have achieved a prestigious designation that signifies a high level of expertise and a commitment to… Read More

Heart of Advice Podcast

Podcast Episode #2: Couples & Money, Keeping Clients on the Same Page with Sonya Lutter and Michael Kothakota

EPISODE SUMMARY Have you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2… Read More

Heart of Advice Podcast

Podcast Episode #1: The Next Level of Personalized Wealth Planning With Abbey Henderson

EPISODE SUMMARY Welcome to the first episode of the Heart of Advice Podcast. My co-host Connor Sung and I are… Read More

Diverse Team in Data Strategy Session

Prepare Now for AI Use in Financial Planning

With the introduction of such generative artificial intelligence (AI) tools as ChatGPT, Gemini (previously Bard), and others, speculation about future… Read More

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Fostering Diversity and Inclusion in the Financial Planning Profession

The financial planning profession stands at a crossroads of change. As we push towards creating a more inclusive and diverse… Read More

A financial professional working on their laptop.

What’s Inside the New Guide to CFP Board’s Technology Standard?

Technology is a critical tool in every financial planning firm, and it is important for financial professionals to use it… Read More

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Empowering Financial Wellness: How Client Portals Reduce Financial Anxiety and Transform Client Relationships

Feelings of financial insecurity have surged to an all-time high among Americans, with one-third (33 percent) reporting that they do… Read More

A financial advisor holding a review meeting with clients.

Optimize Client Reviews with Technology and Finpsych

Mid-year and annual reviews are common deliverables in any financial professional’s service calendar. Regular reviews are critical because financial planning… Read More

Multi-generational family celebrates graduation milestone

Use Accountability to Promote Client Motivation

At the core of creating a successful financial plan is establishing goals that resonate with clients—goals they will be motivated… Read More

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