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Heart of Advice

Insights and best practices for successful financial planning engagement

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Supporting Clients Through Sudden Singlehood

Social scientists say that losing a spouse—whether through death or divorce—is one of life’s most emotionally and financially challenging transitions,… Read More

A financial advisors speaks with their client.

8 Retirement Planning Questions to Ask Your Clients

It’s a common misconception among clients that there is one magic number that everyone needs to hit to retire comfortably. Read More

A group of financial professionals in a meeting.

Secure Your Future with Succession Planning

Over the coming decade, 37 percent of financial advisors, representing $10.4 trillion of the industry’s assets, plan to retire. 1Read More

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How To Be a Mentor: Setting Your Protégés Up for Success

In nearly every field and industry, mentors play a crucial role in guiding professionals through their careers. More than just… Read More

An advisor conducting an annual review meeting with clients.

Your Guide to Creating an Efficient Annual Review Workflow

Annual reviews are an essential touchpoint for financial planners and their clients. As your clients’ lives change, so will their… Read More

Mature couple collaborating with financial advisor

Planning Better Together: The Power of Collaborative Financial Planning

In our ongoing mission to enhance the advisor-client dynamic, our previous Evolution of Advice research laid the groundwork for understanding… Read More

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Navigating Sensitive Conversations: How to Conduct Effective Estate Plan Reviews

With National Estate Planning Awareness Week around the corner, now is the perfect time for financial advisors to sharpen their… Read More

What Keeps Financial Professionals Awake at Night?

As a financial professional who balances a career between the rigors of academia and the practical world of financial planning,… Read More

Heart of Advice Podcast

Podcast Episode #7: Spotlight on Estate Planning with Christina Lynn

Episode Summary Every good advisor wants to ensure a client’s legacy is protected, but many struggle with reviewing estate plans… Read More

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Uncovering the Why Behind Your Clients’ Financial Behavior

As a financial professional, you’ve likely asked “why do people do what they do with their money?” about your clients… Read More

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