Articles by Nathan Lukow

Charging for financial plans is a business model that a relatively small minority of advisors has been using for years, but the concept has really taken off since the introduction of the DOL fiduciary rule in 2015.

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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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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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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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