In a recent blog post, we examined the existing financial education crisis in America and the daunting reality that many Americans are woefully uninformed about the basics of personal finance...
Part 2: Do Your Clients See The Value In A Financial Plan? They Should – And They Are Willing To Pay For It
Advisor-client conversations can happen virtually, which we see as the new industry standard for meetings going forward. Gone are the days when an advisor’s firm needed an out-of-state, brick-and-mortar location to be able to service out-of-state clients...
Part 1: Do Your Clients See The Value In A Financial Plan? They Should – And They Are Willing To Pay For It
Demand for financial planning continues to grow, as more and more investor clients are looking for holistic advice to guide them forward in the new normal...
National Savings Day: 7 Conversations to Help Your Clients Save
National Savings Day is October 12th, recognizing those who value the act of saving and providing simple steps to show getting started isn't as difficult as it may seem...
The Future of Charging for Financial Plans: Can’t-Miss Insights From Michael Kitces
Remember learning about the Industrial Revolution? How technological advances, like the steam engine, railways, and the telegraph, increased productivity and reduced the cost of key items? Looking back, we consider that to be a pivotal time in history...