Lately, FIRE or Financial Independence, Retire Early has taken over the blogosphere. Everyone is riding this bandwagon likely because companies and individuals are flushed with cash. But for the regular … Read More
Creating a Clean and Foolproof Financial Advisor Client Meeting Checklist
With the small community of Advisors we support, on the most important things we hear from you guys are how do you create a Financial Advisor Client Meeting Checklist? Or … Read More
Robo-Advisors are really for Robo-Clients
The reality is: RoboAdvisors need Robo-Clients. They are specific kind of client, the clients that don’t have any “human” needs like fear of running out of money, or fear of … Read More
The #1 Way to Grow your Independent Financial Planning Practice
It’s been discussed in many top Financial Planning circles that controlling behaviour and temperament are top priorities for Trusted Advisors and households that your practices serve. The mental processes, the … Read More
One Surefire Way to Out-Rank Another Financial Advisor in Search Results
Back in April 2015, Google made an update to their searching algorithm that favours mobile-friendly websites. What does this mean? It means that websites that are optimized for the mobile … Read More
2 Powerful Tools to Transform Your Client Review Meeting
All Advisors schedule periodic client review meetings with clients to review needs, discuss goals and plan for future actions. Even though not every practice does it the same way, there are … Read More
Do This to Create Sustainable Value Communication to Clients
In a recent blogpost by John Anderson at SEI, he wrote about how to communicate the value you bring to your clients as a Financial Planning practice. This is after … Read More
Sneak Peak at MyPlanMap
Back by popular demand. This is a sample Single-Page Report that your clients can get when you create a PlanMap!
The Simple Reason Why Robo-Advisors are Not Taking Over Your Practice
The most convenient world-view has always been that technology, machines, AI is going to solve all our problems for us. In the Financial Advisory world, the latest buzz-word has been ‘Robo-Advisors’. … Read More
How to Design the Best Client Experience
Bruce Mau, the world renown designer of wonderful products and services in a recent radio interview said that great designs think on outcomes. Conversely, when we as stewards of outcomes fail, … Read More