Helping Clients Find Their Purpose
Everybody deserves the opportunity to become financially resilient. It’s one of the main reasons I became a financial planner—because I… 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.
Is Gen XYZ Redefining Financial Planning Relationships?
Investors in the Baby Boomer generation have long set the standards for advice delivery in financial planning. Their relationship preferences… Read More
Financial Planning for Millennials
In 2016, the Millennial generation (those born from 1981 to 1996) overtook Baby Boomers as the largest generation of employees… Read More
Borrowing Techniques from Financial Therapy to Improve Client Outcomes
The CFP Board is adding a new category called “Psychology of Financial Planning” to the list of topics on which… Read More
Your Clients Want to Talk About Financial Wellness
As a financial professional who studies and promotes financial wellness as a means to attain overall well-being, it comes as no surprise… Read More
Aligning Your Financial Planning Practice with Financial Therapy
Have you ever had a client who despite all efforts to implement your recommendations in their financial plan wasn’t sticking… Read More
Financial Planning Trends for 2022 and Beyond
In recent years, the impact of COVID-19 has undoubtedly been one of the major forces shaping the financial planning industry. Read More
Serving the LGBTQ+ Community with Financial Advice
Diversity, equality, and inclusion are coming to the forefront of the financial planning industry today. Financial professionals are beginning to… Read More
How Oversight Helps Expand Financial Planning Services
When a business and its employees share goals, that alignment can set up all parties for a win-win situation. Firms… Read More
The Gift of Financial Advice
The holiday season is a unique time of year. While your mind may be abuzz with holiday parties, decorations, and… 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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