The Role of Support in Helping Home Offices Scale Planning Among Advisors
Broadening the reach of your financial planning services is good for the health of your business, helps your advisors become… 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.
Financial Planning That Helps Clients Weather Disasters
Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. If… Read More
DAF Before QCD? A Charitable Giving Strategies Q&A with Dr. James
When it comes to charitable giving, cash is not king. If you have a client who’s making cash donations, and… Read More
Translating Client Dreams to Planning Goals
When asked about your financial goals, do you have a ready answer? And if you do, how detailed is that… Read More
Top Estate Planning Resources for Financial Planners
It turns out that nearly a third of Americans would rather do anything else than create a will.1 Even after… Read More
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
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
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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