Robert Gunther is an account executive at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
There are many tools that help firms develop their financial planning, hiring, and client onboarding processes, but not every firm is using them as effectively as possible.
By combining the knowledge of an advisor with the robust ability of financial planning software, you are covering all your bases and, in most cases, uncovering new services.
The financial industry is a complex business to be a part of. The needs of clients and the subsequent services provided by advisors can vary drastically on a case by case basis. Lately, we have seen a rising need for a more “flexible” and “scalable” financial planning tool, but what does that really mean?