Financial Planning | AdvisoryQuest

The Importance of Wellness Programs at Financial Services Firms

Posted by Reid Stone
|Date: 5:03 pm
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|266 Views

The Importance of Wellness Programs at Financial Services Firms

While this isn't a typical practice management article I include on AQ, it is an important topic, and one ...

While this isn't a typical practice management article I include on AQ, it is an important topic, and one I have not seen offered enough at financial advisory firms. In addition to the topic of "welln ...

5:03 pm
| by Reid Stone

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Visually Dynamic Tools: How They Benefit Clientsâ€”And Advisors

Posted by Reid Stone
|Date: 6:40 pm
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|210 Views

Visually Dynamic Tools: How They Benefit Clientsâ€”And Advisors

The topic of the article, I believe, is going to be important for firms to implement.Â Tools that add a ...

The topic of the article, I believe, is going to be important for firms to implement.Â Tools that add a visual element to the planning process.Â These tools allow advisors to make changes to assumpt ...

6:40 pm
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The Future of the FPA, the CFP Board and the Organizations that Run the Planning Profession

Posted by Reid Stone
|Date: 11:18 pm
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|280 Views

The Future of the FPA, the CFP Board and the Organizations that Run the Planning Profession

Bob Veres asked readers of Advisor Perspectives to help him think through some complicated issues regardi ...

Bob Veres asked readers of Advisor Perspectives to help him think through some complicated issues regarding the future of the profession.Â The article summarizes the responses he received. Read more. ...

11:18 pm
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The Next Generation Won’t Wait

Posted by Reid Stone
|Date: 5:57 pm
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|287 Views

The Next Generation Won’t Wait

One of the great challenges advisors face is serving the next generation of clients.Â Research into this ...

One of the great challenges advisors face is serving the next generation of clients.Â Research into this topic by one firm concluded that many of the larger firms they researched have no answer to th ...

5:57 pm
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Financial Planning Software Is Morphing Into Wealth Platforms

Posted by Reid Stone
|Date: 9:40 pm
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|325 Views

Financial Planning Software Is Morphing Into Wealth Platforms

This article provides a great look at the merging that appears to be taking place between financial plann ...

This article provides a great look at the merging that appears to be taking place between financial planning tools and wealth management tools to create more of a total wealth platform.Â It looks at ...

9:40 pm
| by Reid Stone

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Whatâ€™s Financial Advice Really Worth?

Posted by Reid Stone
|Date: 6:00 pm
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|405 Views

Whatâ€™s Financial Advice Really Worth?

This is becoming a popular topic and one I believe will continue to be discussed as younger advisors are ...

This is becoming a popular topic and one I believe will continue to be discussed as younger advisors are shifting to different pricing models (other than AUM).Â It is also a question every advisor is ...

6:00 pm
| by Reid Stone

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Succeeding As An Advisor Is Not All About Tech

Posted by Reid Stone
|Date: 9:06 pm
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|287 Views

Succeeding As An Advisor Is Not All About Tech

The article is an excerpt from a podcast by Steve Sanduski (Between Now and Success) interviewing Ross Le ...

The article is an excerpt from a podcast by Steve Sanduski (Between Now and Success) interviewing Ross Levin of Accredited Investors.Â The main takeaway, which is a valuable point, is this...as state ...

9:06 pm
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Vanguard’s Lesson on Great Client Communication

Posted by Reid Stone
|Date: 10:53 pm
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|329 Views

Vanguard’s Lesson on Great Client Communication

A look at why Vanguard and Personal Capital are having success- combining human and robo advice to provid ...

A look at why Vanguard and Personal Capital are having success- combining human and robo advice to provide exceptional client communication. Read more... ...

10:53 pm
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Differentiating The Next Gen Of Financial Planning Software

Posted by Reid Stone
|Date: 9:05 pm
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|321 Views

Differentiating The Next Gen Of Financial Planning Software

Another great post from Michael Kitces.Â Since he writes so many articles, you have to scroll down on hi ...

Another great post from Michael Kitces.Â Since he writes so many articles, you have to scroll down on his site to make sure you don't miss some good nugget!Â This articles highlights the future of w ...

9:05 pm
| by Reid Stone

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The Advisor as Tech Guru, Educator, Full-Service Consultant

Posted by Reid Stone
|Date: 7:08 pm
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|300 Views

The Advisor as Tech Guru, Educator, Full-Service Consultant

Whether or not the roles identified in the article are or will be correct (or there are additional roles) ...

Whether or not the roles identified in the article are or will be correct (or there are additional roles), it is important for advisors and firms to look at where the industry is headed, and how the r ...

7:08 pm
| by Reid Stone

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