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
Financial Planning
Financial planning is driven by a client’s personal and financial priorities. In this way, each plan is unique. Understanding basic and advanced planning techniques can help you deliver personalized plans to all your clients, regardless of where they are in their financial lifecycle, to help them achieve their most important goals in life.
8 Retirement Planning Questions to Ask Your Clients
It’s a common misconception among clients that there is one magic number that everyone needs to hit to retire comfortably. Read More
Your Guide to Creating an Efficient Annual Review Workflow
Annual reviews are an essential touchpoint for financial planners and their clients. As your clients’ lives change, so will their… Read More
Planning Better Together: The Power of Collaborative Financial Planning
In our ongoing mission to enhance the advisor-client dynamic, our previous Evolution of Advice research laid the groundwork for understanding… Read More
Navigating Sensitive Conversations: How to Conduct Effective Estate Plan Reviews
With National Estate Planning Awareness Week around the corner, now is the perfect time for financial advisors to sharpen their… Read More
Podcast Episode #7: Spotlight on Estate Planning with Christina Lynn
Episode Summary Every good advisor wants to ensure a client’s legacy is protected, but many struggle with reviewing estate plans… Read More
The Changing Face of Retirement Planning Strategy
Retirement planning has changed significantly in recent decades. What was once a relatively straightforward process of saving to enjoy a… Read More
Data Lakes, Integrations, and APIs in Financial Services: 3 Ways Firms Can Innovate
Breaking down barriers to create a holistic view of clients’ data is a core challenge financial planning platforms were designed… Read More
4 Workflows for a More Efficient Financial Planning Process
The process of financial planning can be complex, involving many client touchpoints, numerous document transfers, and unique needs for each… Read More
Podcast Episode #6: A Mindful and Tech-forward Approach to Planning with Eric Roberge
Episode Summary How can you help clients find the right balance of saving for the future while enjoying their hard-earned… Read More
The ROI of Financial Planning Technology
Technology has become an essential part of the financial services industry. As a result, the financial technology investment firms must… Read More
eBook: Candid Conversations - Suddenly Single
Download our latest eBook for thoughtful guidance on how to serve clients who have recently lost a spouse or divorced.
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