Whitepaper | The financial plan: The new lifeline of your practice

August 7, 2017 by Katelyn Rattray

The Advicent and InvestmentNews Research financial planning whitepaper cover

about the author:

Katelyn Rattray

Senior content marketing specialist

With a background in content marketing, public relations, and social media management in a variety of industries, Katelyn strives to deliver high-quality educational content to advisors in the financial services industry and empower them with tools to boost their marketing efforts through content marketing and technology.

Whitepaper | The financial plan: The new lifeline of your practice

By InvestmentNews Research, Advicent

The financial advice business is undergoing a transformation. This whitepaper will identify the forces that are making financial planning the core of the advisory business, and illustrate how financial planning software has penetrated the advisory business and why advisors believe it is important using findings from the InvestmentNews 2017 Technology Study.

Download the whitepaper to learn more about the benefits of leveraging holistic financial planning in your firm.