Techniques to Help Clients Visualize Their Legacy
Financial planners often find that conversations around estate planning are some of the most difficult to initiate. It’s not surprising;… 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.
Helping Clients Make Better Decisions Through Value Alignment with James Werner
Episode Summary James Werner’s twenty-five-plus years in wealth management reflect not only deep expertise but also a genuine passion for… Read More
Supporting the Future of Financial Planning: The eMoney University Program
A 2025 McKinsey & Company study found that there is a shortage of financial advisors that will reach 100,000 within… Read More
How Financial Planners Can Begin to Partner with AI
While there is undeniable excitement about AI’s transformational opportunities, we are past the hype cycle—AI is already starting to reshape… Read More
Understanding Behavioral Economics in Tax Planning
Traditional economic theory assumes people make rational financial decisions based on complete information and self-interest. But when it comes to… Read More
Uncovering and Aligning Clients’ Financial Priorities
When it comes to financial planning, each individual’s financial journey is as unique as their fingerprint, shaped by their goals,… Read More
Understanding AI: What’s Next for Financial Planners?
Artificial intelligence (AI) is impacting nearly every industry by enhancing efficiency and delivering insights that enable better automation and more… Read More
Getting Clients Out of Their Heads and Into Their Hearts with Brendan Frazier
Episode Summary Brendan Frazier serves as Chief Behavioral Officer at RFG Advisory, where he leads the integration of behavioral finance… Read More
How to Build Trust Throughout the 7-step Financial Planning Process
The relationship between a financial planner and their client thrives on trust—an invaluable connection that takes time to earn and… Read More
Strategies for Managing Challenging Client Behavior
Throughout their careers, financial professionals will encounter a diverse array of clients who present a variety of challenges. Recognizing and… Read More
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