Upcoming Webinar: Advisor-led Best Practices on Engaging Clients Through Holistic Planning

Successful, long-term client relationships rely on an advisor’s ability to have the right conversations at the right times to help advance clients toward achieving their financial goals. These discussions vary for clients who are just starting out, accumulating wealth, retiring, and planning on leaving a legacy. Join us for a live webinar on Thursday, August 20…

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Webinar Replay: Applying the Financial Planning Process Throughout the Client Lifecycle

The seven-step financial planning process provides a complete workflow for establishing productive, long-term relationships. This structure creates a truly engaging environment where advisors and clients can effectively collaborate on their plans. Watch the webinar below to hear from Brandon Heid, CFP® and Brett Tharp, CFP® from eMoney’s Financial Planning Group, as they discuss how to…

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Why Education Is Essential for Supporting Diversity in Financial Planning

Education Supports Financial Planning Diversity Blog

The financial planning industry today faces a serious lack of diversity. While people of color will collectively become the majority of the U.S. population by 20451, according to U.S. census projections, they remain woefully underrepresented in financial advice. Only 3.7 percent of CFP® professionals are Black or Latino.1 Women are also underrepresented, with only 23 percent…

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Personalizing Client Communications Can Build Deeper Planning Relationships

Personalizing Client Communications Blog

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 relationship is what will set you apart from the competition. And we know that face-to-face interaction is no longer the only way for advisors and clients…

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How to Use Transparency in Financial Planning as a Tool for Client Engagement

Transparency as a tool for client engagement in financial planning blog

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 destiny, and witness the value of your advice. Clients have an inherent distrust of advisors. Only 35 percent of investors say their planner…

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Bridging the Gap Between Finance and Technology

The Gap Between Finance and Technology Podcast

The COVID-19 pandemic has brought with it trying economic times for clients and their advisors. Like during the Financial Crisis of 2007-2009, clients are rethinking their money decisions, monitoring their investments and rebalancing their portfolios to weather the current economic storm. Clients now depend widely on technology to reassess their financial positions and goals. That…

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Creating a Better Client Experience With or Without the DOL Fiduciary Rule

Client Experience and DOL Fiduciary Rule Blog

Sometimes when you are waiting for a story to end you may start to imagine your own ending. With a years-in-the-making story like the Department of Labor’s (DOL) Fiduciary Rule (“DOL Rule”) we are still wondering how, when, and if the ending will truly unfold, now that there is a new DOL proposal in the…

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