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…

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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…

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Financial Planning Software and the 7 Step Financial Planning Process

How Financial Planning Software Helps Comply with the 7 Step Financial Planning Process Blog

What is financial planning software? At the most basic level, any program that can complete financial calculations and projections across multiple accounts could be considered financial planning software. But given the near-universal perception that advancing technology should offer so much more, it’s reasonable to expect that professional financial planning software should accomplish more than a…

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How Three Advisors Engage the Next Generation of Clients in Financial Planning

Three Advisors Engaging the Next Generation of Clients

Many advisors know we’re on the brink of a giant wealth transfer. Over the next 25 years, $60 trillion in assets are expected to pass on to future generations.1 But have you thought about how you will engage clients’ children? If not, you’re not alone. When asked how often they meet with clients’ children, 54 percent of…

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Marketing Automation for Financial Advisors

Financial Advisor Marketing Automation Software

If you’re looking to grow your business in 2020, your strategy should include focus on some core areas—your client experience, building a digital presence, engaging your audience online, and implementing technology tools to help you scale those efforts. The client experience is probably one of the most talked about topics in the industry. With more competition, advisors are rethinking…

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How I Deliver on the Heart of Advice to Clients – Bill Simonet

How Bill Simonet Delivers the Heart of Advice

At the 2019 eMoney Summit, I presented to colleagues on how I grew my business, retained clients, and increased my planning fees. The Summit focused on the Heart of Advice℠, or the core of what makes an exceptional client experience. eMoney research shows that financial advisors who take this approach with their clients have seen…

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Helping Financial Advisors Understand Student Loan Repayment Options

Understanding Student Loan Repayment

Today’s students are faced with a tough situation when it comes to student loan repayment. I’ve witnessed firsthand just how urgently young students need something different from what the financial industry is currently offering. I’ve also seen how impactful sound financial advice can be at this point of a young adult’s life. Financial advisors who…

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