Tyler Martyniak is an account executive at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
Buying their first home is one of the largest decisions a client will make and can be daunting especially for younger clients. Here are considerations to take when guiding clients through the first-time home buying journey.
During your first interactions with a new client, it is important to be both engaging and flexible. To set up a strong, long-term client-advisor relationship, you want to be sure a client fully understands their financial situation and the advice you give.
A number of articles have been written extolling the virtues of cash flow planning as part of the financial planning process. After years of speaking with advisors, I’ve heard many misconceptions regarding the cash flow planning portion. In hope of clearing this up, here are the five most common cash flow planning myths that I’ve run into.
When independent advisors were asked about what the largest impact would be on their practices moving forward, many had an interesting answer: client longevity. Here is a deeper look at what areas advisors say will be impacted with longer client lifespans and tips on how advisors can prepare their practices for this trend moving forward.
Gone are the days of financial advisors sticking to their individual niches; to compete in an increasingly competitive and regulated industry, advisors must be able to adapt to every client request.