Advisors are clients too ― we just don’t realize it. But if we did, then we might glean insights from our perspective as clients that would have meaningful bearing on our role as advisors. To… +
Small Business Financial Advice
WHY you should continuously Financial Life Plan at any age.
Does Your Financial Plan Fit on 1 Page? It Should. Here’s How.
Software planning tools can be handy, but they can also be complex and end up steering you in the wrong direction. What may work better? A little face time with your planner, leading to a… +
A Scorecard for Your Financial Adviser
Assigning ratings to all the different parts of your plan could help you spot weaknesses and get more value from your financial professional. Sometimes it can be difficult to fully grasp the value of a… +
What won’t change about client-advisor relationships
For 21 years, we have been meeting with clients in person, for dinner, for golf, to review their financial statements and more. It’s the way we’ve always done business. But given how fast technology is… +
How Financial Coaching Helps Advisors Differentiate
In brief, the financial planning process consists of gathering data, analyzing the data and presenting recommendations accordingly. Some examples of these recommendations might include working longer, saving more, reducing expenses, changing allocations or consolidating investments…. +