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Financial Planning Software and the 7 Step Financial Planning Process
What is financial planning software? At the most basic level, any program that can complete financial calculations and projections across multiple accounts could be considered financial planning...
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The Experience Stack: Using Financial Planning Technology for Client Engagement
An enormous opportunity exists for financial advisors to engage clients with actionable financial plans to grow planning revenues. A recent study from Kehrer Bielan showed that on average, only 20...
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Identify and Connect with Targets
According to a recent study, only 20 percent of advisors’ clients have a financial plan1 . As an advisor, you have an enormous opportunity to find new prospects and convert them to clients. Sifting...
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The Financial Advisor’s Social Media Primer: Plan First, Then Select Your Tools
Pause for the next 30 seconds and think about your approach to social media as a financial advisor. If you’re using it to engage with clients and prospects, do you have a solid plan in place or are you...
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Social Media and the Importance of Generational Marketing for Financial Advisors
Does this scenario sound familiar? You’ve worked hard on your latest marketing piece, ensuring that the content is helpful, actionable, and visually appealing. After fine-tuning it one last time, you...
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Scaling Financial Planning Through Advisor Technology Adoption
Now more than ever, firms need to prioritize investing in resources that empower their advisors to do more financial planning. Investing in digital business models and planning software is step one....
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How Retirement Advisors Can Prove Their Value to Plan Sponsors
The Tenth Fidelity® Plan Sponsor Attitudes Study, released in 2019, found that an all-time high of 93 percent of sponsors work with advisors, but that what sponsors want from a retirement advisor is...
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How to Use Transparency in Financial Planning as a Tool for Client Engagement
Transparency in financial planning is a powerful way to build trust and engagement. It involves clients in the financial planning process, which helps them gain a sense of control over their financial...
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Personalizing Client Communications Can Build Deeper Planning Relationships
Let’s face it, when it comes to financial advice your clients have plenty of options. Perhaps more than office location, performance track record, or investment product selection, your personal...
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How Three Advisors Engage the Next Generation of Clients in Financial Planning
Many advisors know we’re on the brink of a giant wealth transfer. Over the next 25 years, $60 trillion in assets are expected to pass on to future generations.1 But have you thought about how you will...
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