How Client Portals Make Financial Planning More Profitable
A client portal is an invaluable tool for collaborating with clients for more productive, long-term financial planning relationships. When implemented… Read More
Client Experience
Delivering an exceptional client experience is a way to differentiate your firm and grow planning revenue. It’s also a way to build deep relationships with meaningful results for clients. Understand the elements of a superior client experience to stay at the forefront of financial planning.
Proven Process for Building Holistic Financial Plans in eMoney—Webinar Follow Up
I recently had the pleasure of hosting a webinar with Greg Furer CFP®,CRPC®, CEO and Founder of Beratung Advisors. In… Read More
Effective Client Appreciation Ideas for Financial Advisors
Retaining clients is critical for the continued success of financial professionals today. When you develop your client retention strategy, it… Read More
The Role of Artificial Intelligence in Financial Planning
Artificial intelligence (AI) has garnered outsized attention as of late with the launch of ChatGPT and other generative AI platforms. Read More
Account Aggregation: A Complete Guide for Financial Advisors
As a financial professional, you’re likely already using account aggregation services to pull together clients’ financial data. Aggregation is an… Read More
How Top Advisors Are Combining Financial Psychology and Technology
For today’s financial planner, delivering a plan is table stakes, and providing a personalized planning experience is no longer just… Read More
Client Relationships and Succession Planning
When it comes to developing a succession plan, one of several things will happen—something tragic like death or disability—but also… Read More
4 Promising AI Tools for Financial Advisor Marketing and Prospecting
If you can’t beat the bots, join them. That’s the common view among forward-thinking advisors who are using artificial intelligence… Read More
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
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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