As a Financial Advisor or Planner, you already know how challenging it can be to get your existing and prospective clients engaged with the financial planning process. What we have found, in practice, is that starting with creating a retirement vision first can make...
This article about the importance of interactive financial planning was originally published back in 2016. Today, as we’re working to keep this blog updated, this message is a little bit ironic because here we are today, in the last calendar month of 2023, still...
Let’s begin by discussing the underlying reasons for financial planning. Although we recognize its benefits for clients, it’s important to consider the genuine value of implementing a financial planning process for you and your practice. Why having a...
The value in financial planning Do you have clients who don’t see the value in planning? When your clients don’t think they need a financial plan and you’re having a hard time articulating the value, what can you do to help them understand? Learn...
