Using Account Aggregation in Financial Planning to Grow Your Firm

Financial Account Aggregation for Growth

Over the 20 years since its advent, account aggregation has evolved significantly, making it one of the most robust client service tools CFP® practitioners can use. What was once simply a way to track investments has become an indispensable tool in the delivery of comprehensive financial advice. Demand for account aggregation is driven by our…

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5 Easy Steps to Building Financial Planning Relationships Across Generations

5 easy steps to building relationships across generations

As the $60 trillion wealth transfer from Baby Boomers to Gen X/Y draws near, it is important for financial advisors to prioritize family financial planning. The opportunity to engage clients’ children is significant: When surveyed, 42 percent of Gen X/Y participants did not currently employ an advisor, and 49 percent said they are likely or very…

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All in the Family: Engaging the Next Generation of Investors

Leveraging Technology to Engage the Family in Financial Planning

What do Charlie Sheen, Miley Cyrus, and Peyton and Eli Manning have in common? They all grew up in the limelight and followed their famous parents into entertainment or athletics. The world knows these celebrities now as famous actors, athletes, and singers. But before their children were famous, we watched Martin Sheen trek through Vietnam, Billy…

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How Ron Carson Built a Multi-Billion Dollar Advisory Business

ron carson event 2018

How many people do you know who can say they built an eight-billion dollar advisory business. Ron Carson has, and he wants to tell you exactly how he did it. In his new event, Ron and his executive business leaders will teach you how to brand your plan, elevate your client success, value your business, and much more.

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