Joining Advicent as a partner support specialist in 2013, Alex provided high-quality support for partners within NaviPlan and Profiles. In 2015, he took that product knowledge to the learning development team as a technical writer, creating detailed documentation for partners with a practical focus on what they need to know. Alex received a BSBA from Drake University in Marketing/Advertising Creative in 2013.
As the end of the year approaches, clients may be too distracted to fully assess their year-end tax planning needs. Or, as many advisors have experienced, they may be rushing in for help at the last minute. These situations are perfect opportunities for advisors to show their value and are exactly where NaviPlan® is built to help.
As ultra-high-net-worth clients get closer to their sunset years, concerns over minimizing potential estate taxes become a very real question. NaviPlan® financial planning software can help answer those concerns with its various estate strategy and modeling options.
You client has been dazzled by your presentations and financial recommendations, and all they need now is a document that captures all the information in an easy-to-read, referable document. Using NaviPlan client reports, you can provide a scalable, customizable report that is as unique as their financial life.
High-net-worth clients could potentially use insurance to retain asset values or to reduce estate taxation needs. These individuals may not be aware of such benefits, which can offer a unique opportunity for the inclusion of insurance policies in their financial plans
When advising on high-level topics like retirement saving, having a proper Social Security strategy in place can get overlooked. Ensuring clients make the correct move when it comes to Social Security may be the difference between retirement disaster or success.
Correct planning, both financially and strategically, can be the difference between making any move a nightmare or a simple process.
Tax season is an incredibly important and busy time for financial advisors. Though this stretch can be high-stress, it is also high-opportunity for a firm hoping to grow their business in the months that follow.
When many clients think of their retirement needs, they may think of lifestyle expenses, vacations, and late-in-life medical needs. However, a common―yet forgotten―expense is one of poor health that can creep up on a client when they least expect it.
The Learning Centers in our applications provide you with a diverse assortment of documentation that include basic step-by-step processes, detailed breakdowns of internal calculation processes, video guides, and more.
From base-level data entry to client presentation, NaviPlan empowers you to give your clients the planning scenarios they need to accomplish their financial goals.
The rise of robo-advice and increased competition has made the ability to serve any client who walks through your door invaluable. With NaviPlan, the most flexible and accurate financial planning tool in the market, you can service any client by utilizing scalable features of varying complexity.
Onboarding a new client can be an intensive process with meetings, data collection, and conversations over your client’s goals and dreams.