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
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.
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
The Hybrid Model of Financial Planning for Broader Engagement
Even with the wide availability of digital planning and advice tools, people still need—and demand—a human touch when seeking financial… Read More
Using Financial Psychology to Improve Financial Planning
It’s an exciting time to be a financial planner. The addition of the psychology of financial planning to the CFP®… Read More
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