Articles.

Browse our collection of hand-crafted articles, each of which provide valuable insights for financial advisors looking to grow their business and help more people make informed financial choices.

The Membership Model: Do Good, Help More People

A look into the future where the right philosophy and right tech work together to improve how advisors attract, educate, and convert new clients. By Reese Harper, CFP®

Offer Financial Solutions and Emotional Connection

Identifying the jobs that need to be done is the first step in delivering a service that prospective clients want....

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Planning Process

Share Your Voice, Change the World by Reese Harper

As a content creator, your job is to openly share your experience with as much vulnerability as you can, in...

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Vision

Reese on the Need for Advisors on FinancialPlanning.com

So what long-term impact will ChatGPT have in the world of financial services? Some expect it to dismantle the industry...

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Leadership

Vision

What Clients Need to Know About Liquidity

Feeling cash poor causes stress that often leads to people making hurried and flawed decisions. Having sufficient liquidity helps reduce...

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Planning Process

Financial #AdvisorTech at Kitces.com: Elements and the Growing Demand for Advice

Welcome to the February 2023 issue of the Latest News in Financial #AdvisorTech Traditionally, financial planning software was designed around...

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Announcement

Software

The Need to Get More Personal About Money

People are often hesitant to talk about their money and putting together a comprehensive financial plan can seem overwhelming. The...

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Client Experience

If You Jump Off the Cliff by Reese Harper

Almost every endeavor, especially the ones that bring about the most global change, involve jumping off a cliff, when you’d...

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Vision

AdvisorTech: Turning Prospects Into Clients with Matt Glazer

In a world that’s more technologically-equipped than ever before, where are the holes in the advisor tech stack? That was...

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Planning Process

Software

How to Get Clients More Involved

Including a client as a planning co-pilot allows them to feel like the hero of their financial journey and is...

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Client Experience

My Struggle to Align Time with Purpose

Being mindful about the way I choose to spend my time is one of the most powerful choices I make...

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Vision

The Relationship Between Values and Money

The relationship between values, money, and happiness is something they are continually trying to figure out. That’s why an advisor’s...

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Planning Process

Software

Why Advisors Need to Monitor Financial Vital Signs on WealthManagement.com

Financial advisors, like doctors, should be equipped with the tools to assess and monitor their clients’ (financial) health. In this...

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Planning Process

Software

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Real Coaching, Really Fast.

Articles

Articles.

The Membership Model: Do Good, Help More People

Real Coaching, Really Fast.

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