by d2dynamic | Oct 8, 2020 | Financial Planning
By Jon Randall Chief Coaching Officer Financial planning should be the foundation of value that your practice offers your clients and your prospects- it’s what people want. They want advice, the products, managing money, all of these things. Yes, those things are...
by Mandy | May 29, 2019 | Financial Planning
This is the final installment of a three-part series on fantastic financial planning. Read parts one and two of our fantastic financial planning series. POSITIONING FINANCIAL PLANNING WITH CLIENTS CAN BE EASY Simply ask them “What are you worried about?” or “What...
by Mandy | May 17, 2019 | Financial Planning
This is part two of a three-part series on fantastic financial planning. Stay tuned for the next installment next week. Read part one of our fantastic financial planning series. PLAN A MENU OF SERVICES A Menu of Services allows financial advisors to deliver an...
by Mandy | May 14, 2019 | Financial Planning
What are the top financial concerns of American’s today? Ask them and you will hear retirement, taxes and health care as some of their top answers. Getting the best mutual fund selection, optimal portfolios that outperform their benchmarks and the best yield for risk...
