How One Firm Used Data Aggregation Tools to Create Client-Friendly Onboarding

Data Aggregation for Client Friendly Onboarding Blog

Engaging clients is the key to establishing long-term, productive financial planning relationships. Powerful data aggregation tools allow advisors to quickly pull together the data they need, improving the client’s experience as well as the firm’s efficiency. Having immediate access to a client’s full financial picture helps to engage them right away, which is important for…

Continue reading

Identify and Connect with Targets

Identify and Connect with Targets Blog

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 through this huge audience can be overwhelming. But your prospects can be easily identified, qualified, and reached. Identify a targeted market Who do you…

Continue reading

Why Is Talking About Money So Difficult?

Why is talking about money so difficult podcast

Americans famously brag about how they hate to discuss money. In fact, they’d rather talk about anything other than money, including politics and marriage problems. Surveys show conversations about money are widely considered taboo in America. A 2018 Fidelity survey found among 34 percent of cohabitating parents, one or both couldn’t accurately state the salary of the…

Continue reading

Accounting for Longevity in Retirement Planning

Longevity in Retirement Planning Blog

Since the mid-19th century, the lifespan of the average citizen of a wealthy country has increased steadily, with that trend now accelerating. According to Dr. Joseph F. Coughlin, founder and director of the MIT AgeLab, some researchers estimate that average life expectancy could extend well past the age of 1001. Coughlin also found that because a…

Continue reading

The Experience Stack: Using Financial Planning Technology for Client Engagement

Engaging Clients with Financial Planning Technology Blog

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 percent of an advisor’s clients have a financial plan1. The vast majority of clients are being underserved—firms and individual advisors can seize this opportunity to…

Continue reading

Webinar Replay: Guiding Clients Through Market Volatility by Leveraging eMoney and Riskalyze

Market volatility feels less alarming for clients when they’re prepared to face it. Advisors aiming to alleviate client anxieties must demonstrate the benefits of long-term investment performance versus short-term risk. Advisors need to communicate the importance of sticking to financial plans through market ups and downs. Watch the webinar below to hear from Connor Sung,…

Continue reading