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Financial advisors are constantly looking for ways to deepen client relationships while improving efficiency and profitability. In today’s digital-first environment, clients expect seamless, always-on access to their financial information and planning progress. Delivering on these expectations requires more than traditional communication methods—it requires…
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Financial planning in today’s world increasingly relies on technology and using digital tools to enhance the role of a financial professional has become commonplace. And among all available technologies, the most impactful for clients is the client portal. Research¹ shows that financial planners who…
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In the competitive world of financial planning, staying ahead means leveraging technology to empower both you and your clients. Client portals have emerged as a cornerstone in modern financial advisory, enabling more meaningful conversations and transformative planning outcomes. By granting clients access to their financial data, you’re…
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Financial planners who have invested in client portal technology know that driving adoption is critical to making that investment pay off—for their business and their clients. We know that clients expect to have on-demand access to their financial information and our research shows that financial planning…
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Feelings of financial insecurity have surged to an all-time high among Americans, with one-third (33 percent) reporting that they do not feel financially secure, according to Northwestern Mutual’s 2024 Planning & Progress survey1. This has led to heightened feelings of financial anxiety, leaving many individuals worried about…
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A client portal is a client’s connection to their financial plan. It’s the technology that keeps them engaged in between planning meetings. It lets clients get a unique view of their financial situation and explore their goals at their own pace. And now, research shows a client…
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A client portal is an invaluable tool for collaborating with clients for more productive, long-term financial planning relationships. When implemented properly, the client portal, or client site, is the client’s single source of truth for all their finances. It gives them an interactive way to answer their own…
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David Vaughan founded David Vaughan Investments (DVI) in 1977 with a clear mission: provide investment advice to his clients based solely on what was in their best interest. Jeff Huizenga, a relationship manager at DVI today, explains that the firm had this objective in mind when, in August of 2015,…
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Financial planning isn’t a one-size-fits-all process. To serve your clients effectively, understanding their unique needs and challenges is key. Mass affluent and high-net-worth clients represent two distinct segments—each with its own financial priorities, service expectations, and complexities. Whether you’re fine-tuning your approach for mass affluent clients focused on building wealth…
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A while back, I asked an advisor friend how the first meeting went. He said, “I think it went really well.” Then he paused and added, “Which is exactly what I said about the last three first meetings that never became clients.” He had prepared. He had the data. He even had an agenda: alphabetical, color-coded,…
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