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What Financial Planners and Expert Negotiators Have in Common

When a couple doesn’t see eye to eye on their finances, or when you have a family office client that… Read More

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From Client Resistance to Action: The Psychology of Client Motivation

Every financial planner has encountered resistant clients. Most times, these clients aren’t entirely resistant—there’s one aspect of advice that they’re… Read More

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The 7-Step Financial Planning Process: How Advisors Can Adapt for Compliance

The CFP Board’s Code of Ethics and Standards of Conduct focuses on the ethical responsibilities of CFP® professionals as they… Read More

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10 Financial Psychology Certificates and Designations for Advisors

There are hundreds of financial advisor designations to choose from. However, one area that has seen an explosion in interest… Read More

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Making the Most of Investment Reviews

Investors are at a crossroads. On the one hand, the barriers to investing for many people have never been lower. Read More

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Preparing LGBTQ+ Clients for Retirement and Beyond

There will be an estimated 7 million LGBTQ+ people age 65 and over in the U.S. by 2030.1 As a CFP® Board… Read More

A financial advisor conducting an investment review meeting with clients.

What Do Clients Want from Their Financial Advisor?

The wealth management industry is facing a new set of challenges, including an increased demand for financial advice from a… Read More

Elevating the Midyear Cash Flow Check-in: 3 Client Scenarios

Today’s financial advice clients are expecting more out of the planning process: More personalization, coordination, and visualization for the future… Read More

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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


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