Many financial advisors and their staff ask us for guidance about which financial planning software is best. NaviPlan and MoneyGuide Pro are the two most popular and most used programs. Although we tend to recommend NaviPlan, it generally comes down to personal preference and needs for each advisor and their team. To aid […]
Client experience is a primary focus for many financial advisory practices. Rightfully so, as without happy clients a practice wouldn’t exist. Yet many advisors fail to deliver a seamless and consistent client experience, especially when it comes to financial planning. We found that the key to success is having clearly defined roles […]
The demand for financial advice has grown dramatically over recent years. As that demand has grown, so have client expectations about what advice and services a financial advisor should deliver. As a result, financial plans have become an integral part of the client relationship. The quality of those plans can make or break the client […]
