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The Experience Stack: Using Financial Planning Technology for Client Engagement
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...
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Accounting for Longevity in Retirement Planning
Since the mid-19th century, the lifespan of the average citizen of a wealthy country has increased steadily, with that trend now accelerating. According to Dr. Joseph F. Coughlin, founder and director...
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Scaling Financial Planning Through Advisor Technology Adoption
Now more than ever, firms need to prioritize investing in resources that empower their advisors to do more financial planning. Investing in digital business models and planning software is step one....
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Leading with Monte Carlo Analysis for Financial Planning in Uncertain Times
Investors tend to get anxious when markets experience volatility. They’re concerned about portfolio performance and the impact that it has on their financial plan, which is understandable when they see...
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How Retirement Advisors Can Prove Their Value to Plan Sponsors
The Tenth Fidelity® Plan Sponsor Attitudes Study, released in 2019, found that an all-time high of 93 percent of sponsors work with advisors, but that what sponsors want from a retirement advisor is...
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The Head, Heart and Hand of Financial Advice
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...
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Building Client Engagement with Client Portals Makes Financial Planning More...
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...
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Resolving to Set Financial Goals
Every new year, 51% of Americans resolve to get their finances in order. But, like all New Year’s resolutions, making them is only the first step. It’s not enough for clients to say what they want to...
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Bridging the Gap Between Finance and Technology
The COVID-19 pandemic has brought with it trying economic times for clients and their advisors. Like during the Financial Crisis of 2007-2009, clients are rethinking their money decisions, monitoring...
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How to Use Transparency in Financial Planning as a Tool for Client Engagement
Transparency in financial planning is a powerful way to build trust and engagement. It involves clients in the financial planning process, which helps them gain a sense of control over their financial...
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