Financial Planning for Single Women: Building a Resilient Future
As the founder and president of WealthChoice, a boutique fee-only financial planning firm for… Read More
Advisor Perspectives
In financial planning, the advisor-client relationship is transactional, yet deeply personal. In this way, the job of a financial advisor is unlike most others. Hear from your peers in practices large and small to learn about creative new ways of connecting with clients and growing planning practices.
What to Do When Clients Don’t Implement Financial Plans
One of the most frustrating experiences in financial planning is watching a client wholeheartedly agree with a recommendation, and then… Read More
Less Complexity, Better Planning: The Value of a Consolidated Technology Approach
As wealth management firms evolve, it’s natural for their technology stacks to evolve with them. But when different advisors and… Read More
Getting Clients Beyond Ready With the Personal Side of Exit Planning
In my experience, owners may often think about selling their business but spend far less time preparing to sell it… Read More
What Clients Really Need from a Financial Plan Is Confidence, Not Certainty
In the first few years of my career, I did not fully understand why I loved this work all at… Read More
Heart of Advice Spotlight Chamie Townsend
The Heart of Advice Spotlight features industry professionals who are helping redefine success in financial planning and advisory. Chamie Townsend, CFP®, is… Read More
The Accidental CEO: Building the Team Behind Sustainable Growth
Editor’s Note: This article is the second installment in our two-part Accidental CEO series. After recognizing they’ve outgrown the solo-practice… Read More
Better Client Context Means Better Financial Planning
Information drives financial planning. Yet some of the most valuable information is often the first thing to fall out of… Read More
What If Financial Planning Was No Longer Limited by Capacity?
Specialized knowledge isn’t always scarce; access to that expertise, however, can be. This distinction is maybe easiest to see in… Read More
5 Habits I’ve Observed in Successful Wealth Management Professionals
Over more than two decades working as a planner, advisor, coach, and leader, I’ve spent a lot of time exploring… Read More
Financial Planning Is a Verb, Not a Noun
People occasionally ask me what the secret is to what I do. I don’t think there is a secret to… Read More
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