By offering secure, reliable account aggregation, firms can create engaging experiences that deliver long-term value to advisors and clients. But to best serve their clients, advisors need to address their concerns about data security and privacy. And ensure that aggregators’ data practices address those concerns.
With cash flow planning, clients can better determine where their money went and where it will go to help fund their life goals. Cash flow planning can be used at any life stage: early accumulators, mid-career accumulators, pre-retirees, and retirees.
You’ve put it off long enough. Time to get that “Check Engine” light examined by the mechanic. You’ve gotten a flat tire here and there, and that knocking noise in the engine comes and goes. But surely your car is fine and will run smoothly for years to come.
Too often, technology is implemented for the sake of cost or efficiency, not the customer experience. As an advisor, your most important assets are your clients. If they are discouraged, or worse, disengaged by your current technology offering, it may be time to focus on the “Experience Stack.”
Americans are facing retirement in ever-increasing numbers and looking for sources of guaranteed income post-retirement. As they realize the increased demand for annuities, many advisors discover their technology and tools don’t support these important retirement products.
At our Summit, you can mingle with 1,300 other financial professionals and engage with 70-plus speakers and experts. Discover ways to grow your business by offering clients a comprehensive and holistic approach to planning.
The decision to transition to a new technology platform isn’t one you make lightly. If you’re considering a free trial of eMoney Advisor, it’s important to understand how to get the most out of this experience so you can properly assess the platform and how it can support business growth.
One of the most important conversations a consumer can have about money is with their financial professional. Whether it’s an advisor, a planner, or a CPA, there are thousands of experts to help the average person with their finances.