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.
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
How to Personalize Client Communications at Scale
Key takeaways Advisors don’t have to choose between personalization and efficiency as their practice grows. Documenting client preferences and segmenting… Read More
Financial Planning Is Becoming the Growth Engine for Firms
Wealth management professionals are facing pressure on multiple fronts. While practices and firms encounter a wide range of challenges as… Read More
Why Financial Planning Needs Context, Not Just Simplicity
For years, simplicity and ease of use have been treated as the defining goals in technology. Across industries, products are… Read More
Scale Planning and Strengthen Client Relationships
Serving clients across the wealth continuum requires more than strong technical planning skills and knowledge. It requires understanding how client… Read More
Why Your Value Proposition Matters As Much As the Plan
Most financial professionals have been told to communicate their value more effectively: highlight expertise; showcase process; explain your planning capabilities,… Read More
How to Deliver Tax Value Without Crossing the Line
What is “tax alpha”? Tax alpha isn’t about complex loopholes or aggressive strategies; it’s much simpler and more powerful than… Read More
Navigating Mass Affluent vs. High-Net-Worth Clients
Financial planning isn’t a one-size-fits-all process. To serve your clients effectively, understanding their unique needs and challenges is key. Mass… Read More
Better Financial Outcomes Start with Better Decision Design
Financial planning has never been more sophisticated. Yet better plans don’t always lead to better outcomes. Planners now have access… Read More
How to Create a First Client Meeting that Changes Everything
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… Read More
Get our new eBook - Transforming Financial Planning with Unified Technology
Download this eBook now and learn how enterprises can scale with confidence.
Download Now