Understanding Financial Values: How They Shape Behavior and Decision-making
No two clients are alike, but they all share one thing: values that guide their decisions. Financial advisors who connect… 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.
6 Things Firms Need to Know About AI in Aggregation
Account aggregation works entirely behind the scenes, but it has a very real and direct impact on both the advisor… Read More
The Intersection of Trust, Collaboration, and Technology in Financial Planning
In our recent “Planning Better Together” research, it was confirmed that trust and collaboration are essential to the success of… Read More
The Transformative Power of Questions in Financial Planning
In financial planning, asking intentional questions is more than just a skill—it’s a transformative tool for financial professionals and the… Read More
What to Do When Clients Divorce
Divorce is a pivotal life event with profound emotional and financial implications. When a client couple experiences divorce, the role… Read More
Top 10 Heart of Advice Blogs from 2024
As we look back on 2024, it’s clear that the financial planning profession is evolving quickly. Our dedicated advisors and… Read More
Unveiling Generational Differences in Collaborative Planning
In the ever-evolving financial planning landscape, understanding generational nuances is key to building and growing your business as younger generations… Read More
Three Keys to Building Stronger Relationships with Today’s Clients
According to Fidelity’s 2024 Investor Insights Study, a significant majority of Millennials (Gen Y) and Gen Z (61 percent) and… Read More
Podcast Episode #9: Values-aligned Investing with Max Mintz
Episode Summary How do you engage with clients who want to combine financial returns with philanthropic impact? That’s just one… Read More
6 Tips for Charitable Planning with Your Clients
Charitable giving is a crucial component of financial planning for clients at all asset levels. While it’s often associated with… Read More
eBook: Candid Conversations - Mastering the Art of Asking Questions
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