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

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…

Continue reading

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…

Continue reading

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…

Continue reading

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…

Continue reading

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…

Continue reading

What Prevents IBDs from Delivering an Exceptional Client Experience?

Independent broker-dealer obstacles to a great client experience

Independent broker-dealers across the industry know they need to deliver a better experience to their customers. Getting started, however, can be difficult. It’s important to first answer a fundamental question: What do clients want? How your firm answers this question will determine how you go about improving the client’s experience. According to a report from…

Continue reading

The Key to Deeper Relationships: Ask the Right Questions to Best Leverage Financial Planning Technology

Deeper Financial Advisor-Client Relationships with Technology

Getting to know clients on both a financial and individual level is essential for advisors who want to provide comprehensive, personalized planning services. Asking clients the right questions is an important first step in establishing a productive relationship, especially for getting to the core of the practical and personal details that may impact a financial…

Continue reading