{"id":4015,"date":"2023-08-22T19:44:08","date_gmt":"2023-08-22T19:44:08","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=4015"},"modified":"2026-01-12T19:47:03","modified_gmt":"2026-01-12T19:47:03","slug":"ebook-personalizing-the-7-step-financial-planning-process","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/ebook-personalizing-the-7-step-financial-planning-process\/","title":{"rendered":"eBook: Personalizing the 7-step Financial Planning Process"},"content":{"rendered":"

Advisors who already follow the practice standards set in the CFP Board\u2019s seven-step financial planning process may <\/span><\/span>be providing clients with transparent, holistic views of their finances. But advisors who learn how to personalize every <\/span><\/span>step of that process\u2014by giving advice beyond investments, providing financial education, and properly balancing their <\/span><\/span>tech stack and human elements\u2014will be able to deepen relationships, optimize outcomes, drive growth, and truly <\/span><\/span>deliver for their clients.<\/span><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Advisors who already follow the practice standards set in the CFP Board\u2019s seven-step financial planning process may be providing clients with transparent, holistic views of their finances. But advisors who learn how to personalize every step of that process\u2014by giving advice beyond investments, providing financial education, and properly balancing their tech stack and human elements\u2014will […]<\/p>\n","protected":false},"author":9,"featured_media":4017,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[25,24,29,30],"tags":[],"class_list":["post-4015","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-best-practices","category-engagement","category-growth","category-planning"],"acf":[],"yoast_head":"\neBook: Personalizing the 7-step Financial Planning Process - eMoney<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"eBook: Personalizing the 7-step Financial Planning Process - eMoney\" \/>\n<meta property=\"og:description\" content=\"Advisors who already follow the practice standards set in the CFP Board\u2019s seven-step financial planning process may be providing clients with transparent, holistic views of their finances. But advisors who learn how to personalize every step of that process\u2014by giving advice beyond investments, providing financial education, and properly balancing their tech stack and human elements\u2014will […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/ebook-personalizing-the-7-step-financial-planning-process\/\" \/>\n<meta property=\"og:site_name\" content=\"eMoney\" \/>\n<meta property=\"article:published_time\" content=\"2023-08-22T19:44:08+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-12T19:47:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2023\/08\/eBook_7-Step-Planning-Process.png\" \/>\n\t<meta property=\"og:image:width\" content=\"610\" \/>\n\t<meta property=\"og:image:height\" content=\"757\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Allison Livingston\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Allison Livingston\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/ebook-personalizing-the-7-step-financial-planning-process\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/ebook-personalizing-the-7-step-financial-planning-process\\\/\"},\"author\":{\"name\":\"Allison Livingston\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/#\\\/schema\\\/person\\\/21868f38bd915903a36ca1d6fc7c89a1\"},\"headline\":\"eBook: Personalizing the 7-step Financial Planning Process\",\"datePublished\":\"2023-08-22T19:44:08+00:00\",\"dateModified\":\"2026-01-12T19:47:03+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/ebook-personalizing-the-7-step-financial-planning-process\\\/\"},\"wordCount\":80,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/ebook-personalizing-the-7-step-financial-planning-process\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/wp-content\\\/uploads\\\/2023\\\/08\\\/eBook_7-Step-Planning-Process.png\",\"articleSection\":[\"Best Practices\",\"Engagement\",\"Growth\",\"Planning\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/ebook-personalizing-the-7-step-financial-planning-process\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/ebook-personalizing-the-7-step-financial-planning-process\\\/\",\"url\":\"https:\\\/\\\/emoneyadvisor.com\\\/communications-resource-center\\\/ebook-personalizing-the-7-step-financial-planning-process\\\/\",\"name\":\"eBook: Personalizing the 7-step Financial Planning Process - 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