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Heart of Advice

Insights and best practices for successful financial planning engagement

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eBook: From Portfolio Manager to Planner - Using the Data You Have to Evolve Your Business and Client Relationships

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Team developing APIs for financial planning

From Prospect to Plan: The Role of APIs in Expanding Financial Planning

For the largest financial planning firms, leveraging APIs in the right way can help serve clients differentiated content and expand… Read More

Exploring Sustainable Investing: Aligning Clients’ Wealth with Their Values

Sustainable assets under management amounted to $8.4 trillion in 2022, according to the US SIF Foundation. Right now the sustainable… Read More

insurance data aggregation

How Insurers Are Embracing the Future with Upgraded Tech Stacks

When it comes to technology trends in the insurance industry, the customer experience reigns supreme. That’s the message from a… Read More

Group of Gen Zs sitting together

6 Facts About Financial Planning for Gen Z

Gen Z, which consists of those who were born between 1997 and 2012, is mostly made up of teenagers. However,… Read More

What’s a Financial Counselor and How Can They Help Advisors?

Perhaps one of your high-net-worth clients has an adult child who is struggling with a financial crisis. Or you have… Read More

Data visualization in financial planning

Using Financial Data Visualization to Motivate and Deepen Relationships

The way you present data has a far-reaching impact on the way that clients understand, engage with, and follow through… Read More

Advisors Share 5 Ideas to Make Onboarding More Inclusive

The financial advisor onboarding process sets the tone for the advisor-client relationship. Many would agree it’s crucial in theory, but… Read More

A financial advisor meeting with clients.

Webinar Recap: Key Insights into Becoming a Trusted Advisor

Building trust is essential to the foundation of a successful client relationship. Unfortunately, mistrust has been baked into consumers’ consciousness… Read More

A financial advisor conducting an investment review meeting with clients.

Key Strategies for Conducting Productive Discovery Meetings

A prospect discovery meeting is an essential step for financial advisors to get to know their prospective clients, understand their… Read More

Advice for the NextGen Advisor

Growing up, I often acted as a translator for my parents and helped them with financial documents. I didn’t know… Read More

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