Articles by Tyler Martyniak

About the author:

Tyler Martyniak

Account executive

Tyler Martyniak is an account executive at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

5 common myths about cash flow financial planning

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.

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Longer client lifespans a top trend for independent advisors

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.

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