The Value of Interactive Financial Planning: Engaging Clients on What Matters Most
Financial professionals are forever searching for better ways to serve clients and grow their businesses. Our research shows that advisors who adopt… 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.
3 Celebrity Estate Planning Slipups Clients Can Learn From
“It has been a long six years,” Prince’s lawyer L. Londell McMillan said in a 2022 hearing. That occasion marked… Read More
10 Questions to Help Clients Navigate Estate Planning
Estate planning: for financial planners, it’s complicated. If you’ve been wondering what estate planning questions to ask clients, you’re not… Read More
Monte Carlo Simulations for Retirement: Sparking Conversations that Matter
When talking about retirement, financial planners may find themselves answering some of the same questions for many of their clients:… Read More
Understanding the Financial Challenges and Needs of the Mass Affluent Client
While many financial advisors focus their efforts on courting high-net-worth individuals to add to their client roster, there is a… Read More
5 Smart Charitable Giving Strategies in Uncertain Times
Recent events have frayed the nerves of many investors. After a collective period of isolation and grief from the pandemic,… Read More
What Is Financial Wellness?
As a financial professional, your understanding of the concept of financial wellness is critical to helping your clients achieve it. Read More
Bring Client Retirement Goals to Life in Vivid Color
Setting goals for life after retirement can be difficult. Our goals and values change, the thought of retirement may be… Read More
Financial Fact-finding Workflows to Kickstart Planning Relationships
The start of every financial planning relationship inevitably involves some type of financial data gathering and organization. This process is… Read More
Making Your Advice Easy to Understand and Actionable
You present a solid, fact-based financial plan. Your client is elated and on board with your recommendations. However, stagnation quickly… 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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