Cash flow, risk management, asset allocation , what if scenarios, estate planning. A little bit of a learning curve but alot of capabilities
Originally posted on Currency , FPA's new electronic publication Technology continues to fundamentally change the way you deliver financial planning, but your clients will benefit only if you make the commitment to adopt new innovations. Modern financial planning technology is dramatically different from what was available to the upstart profession at its inception more than 40 years ago
Download this step-by-step worksheet to make 2017 your best business year ever If you’re looking to create a breakout year and accomplish your most important goals, read the following to make 2017 your best year ever
Professor Kotiloff has interesting software too ... http://www.esplanner.com/our-products
Often , when we respond to a survey or when we talk with peers, 1 question appears: THE AMOUNT OF FINANCIAL ASSETS UNDER MANAGEMENT (AUM)...and my question is: are financial AUM so important to evaluate the quality of a Planner ?
1 Comment - When developing achievement awards/recognitions as "best planner", "best advisor", "Top 100" etc
The May 2024 Special Needs Planning Community call will be held on Wednesday, May 8th at 12:30 PM ET. Guest speaker Caleb Harty, with Harty Financial will be presenting, "Exploring The Special Needs Map Tool."
05-08-2024 | 12:30 - 13:30 ET
Recent coverage on the launch of this site.
Is this the best quote on the importance of retirement income planning?
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Enjoy the current installment of "weekend reading for financial planners" - this week's issue starts off with a great article for newer advisors (although experienced practitioners will it relevant as well!)
Cultural competence is the starting point; it must become a standard cornerstone of the financial planning process.
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