Ignored to Invested: How to Attract and Keep Women as Clients
Women are the sole or primary breadwinner in 16 percent of marriages today, compared with 5 percent in 1972, and… Read More
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Using Client Data as a Foundation for Creating Client Personas
Client personas are used by businesses to help them identify their ideal customers for marketing purposes. They are typically created… Read More
4 Money Tips for Couples from Advisors
Refining how you approach financial planning for couples is a smart move. Money can be a sensitive topic in any… Read More
Two Workflows for the Delivery of an Initial Financial Plan
Implementing workflows in your financial planning firm will ensure that your team delivers a consistent experience to each and every… Read More
Harness the Power of Data to Engage Clients and Grow Your Business
Client engagement is critical to attracting new business as well as for the retention of existing clients. Our research shows… Read More
Establishing a Financial Planning Philosophy
Many advisors have a documented investment policy or philosophy—a set of beliefs and principles that guide their investment decision-making process. Read More
Preparing Your Business for Subscription-based Financial Planning
Subscription-based services have proven to be successful and popular in a wide range of industries. While the assets under management… Read More
The Value of a Robust Client Portal in Financial Planning Relationships
A client portal is a client’s connection to their financial plan. It’s the technology that keeps them engaged in between… Read More
Bridging the Wealth Gap: An Advisor’s Mission to Help Her Community
Before starting my second career as a financial advisor, I spent 21 years at the Federal Reserve, where my role… Read More
4 Tips for Advisors to Start Uncovering Client Values
A successful financial planning relationship depends on a planner’s ability to dive deep into a client’s core values. But when… Read More
