Building Client Engagement with Client Portals Makes Financial Planning More Profitable

Client Portals for Client Engagement Blog

A client portal is an invaluable tool for collaborating with clients for more productive, long-term financial planning relationships. When implemented properly, the client portal, or client site, is the investor’s single source of truth for all their finances. It gives them an interactive way to answer their own questions and engage with their plan. It’s not…

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The Head, Heart and Hand of Financial Advice

The head, heart, and hand of financial advice podcast

In recent years, advisors have learned that there’s a strong connection between the head, the heart, and the hand when providing financial guidance. eMoney’s Heart of Advice Study identified ways the most successful advisors are using these concepts to deliver a great client experience. Getting to the core of what matters to your clients requires the right…

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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…

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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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How Any Firm Can Take Financial Planning to the Next Level

Taking Financial Planning to the Next Level Blog

No matter your planning sophistication, there are proven ways of taking financial planning services to the next level for the growth of your business. A recent Cerulli report shows that productivity increases as technology use increases—leveraging financial planning technology in the right ways can help you evolve your service offerings. According to the report, only…

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Empowering Holistic Financial Planning Through Data Aggregation Technology

Holistic financial planning through robust data aggregation blog

Financial planning is rarely one size fits all. Every client is unique, with a variety of personal goals and challenges to overcome and achieve. A strong financial plan should always begin with a complete understanding of an individual’s overall financial picture. However, obtaining all client data can be a challenge. Most clients have non-advisor-managed accounts…

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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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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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