Educational Resources for Financial Advisors

Resources

These free educational resources are designed to help financial advisors grow their business, speed up their processes, and deepen trust with their clients.

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Blog

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,...

TOPICS

Client Experience

Video

What’s the Root Cause of People’s Anxiety with Money?

Money is the source of anxiety for the great majority of Americans. So how can you provide guidance that helps...

TOPICS

Vision

Podcast

Why Delivering Financial Certainty Is Never Enough

Money is a source of anxiety and angst for the great majority of Americans. When it comes to their money,...

TOPICS

Vision

Podcast

The Dangers of Investing too Much into a Home

A single financial asset, a house, can become deeply tied to a person’s identity. Then, after excessive funds are committed...

TOPICS

Planning Process

Webinar

Financial Conversations at Scale

Reese and Carl discuss how you can start helping the forgotten 99% make smart financial decisions–while still running a healthy...

TOPICS

Planning Process

Software

Vision

Video

Why Is Finding a Client’s Financial Purpose so Crucial?

Understanding what truly matters to a client when it comes to their money leads to finding goals—and when you agree...

TOPICS

Client Experience

Podcast

Helping Clients Reveal Their True Feelings About Money

To trust you, your advice, and any plan you might offer, clients need to realize you genuinely understand what truly...

TOPICS

Client Experience

Podcast

Talking With Your Clients: The Origins of Elements

What do baseball cards, consistent tracking of net worth growth, and the frequently asked client question, “Am I doing OK?”...

TOPICS

Vision

Blog

The One Page Plan Is Here 🙌

Our One Page Plan is rooted in simplicity. Its goal is to communicate an action plan in a way that...

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Announcement

Podcast

What Is “Real” Financial Planning?

Carl Richards coined the term “real” financial planning several years ago. Since then trying to define what it means has...

TOPICS

Planning Process

Video

What Is Real Financial Planning?

Carl Richards coined the term “real” financial planning and in this video clip, he talks about the factors he believes...

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Planning Process

Blog

Lowering the Cost of Important Conversations

Training clients to embrace some level of uncertainty and live more presently requires a different set of tools than what...

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Client Experience

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Educational Resources for Financial Advisors

Resources

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