Articles by Nathan Lukow

About the author:

Nathan Lukow

Account executive

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

Should you charge for financial plans?

Within financial services, we should explore the diametrically opposed and seemingly mutually exclusive opinions advisors have on whether or not it makes sense to charge for financial plans.

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Reporting best practices

Modern technology is often over-packed with features. If the tech is any good, at least some of those features are genuinely useful and have daily relevance.

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The inefficiency of the client-advisor relationship

I have spent a great deal of time meeting with advisors to determine how our planning technology fits with their firms. Whether I am working with a trust department at a bank or an RIA with a $5 million minimum, I always start the conversation by trying to get an understanding of where new prospects come from and what steps are taken to convert those prospects into profitable clients.

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