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.
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.