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
Explore Our Categories
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
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
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
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
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
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
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
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
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
