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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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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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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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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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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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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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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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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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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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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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How Any Firm Can Take Financial Planning to the Next Level
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...
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Empowering Holistic Financial Planning Through Data Aggregation Technology
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...
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Financial Planning Software and the 7 Step Financial Planning Process
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...
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Applying the 7 Step Financial Planning Process with eMoney
The post Applying the 7 Step Financial Planning Process with eMoney appeared first on eMoney Advisor Blog.
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How Three Advisors Engage the Next Generation of Clients in Financial Planning
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...
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How to Talk to Your Clients About Market Volatility
Market volatility can be a nerve-racking experience for anyone. As most advisors know, clients tend to panic-sell during sell-offs, or at least attempt to panic-sell, which minimizes their...
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Helping Financial Advisors Understand Student Loan Repayment Options
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...
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Securing Client Confidence with Monte Carlo Simulation in Financial Planning
Monte Carlo simulations have applications in a wide range of industries, but they are particularly useful in financial planning. Clients need to know how long their money will last and the impact that...
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How Enterprise Advisory Firms Can Streamline Financial Planning Efficiency...
Enterprise advisory firms have a lot to gain from improving efficiency in financial planning. Incremental increases in efficiency at the advisor level, when scaled across the entire organization, can...
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The 7-Step Financial Planning Process: How Advisors Can Adapt for Compliance
The CFP Board’s new Code of Ethics and Standards of Conduct went into effect on October 1, 2019. This comprehensive update to the Practice Standards, the most recent to address the delivery of...
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