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The benefits of offering financial planning to HNW clients

Providing financial planning for the high-net-worth is often one of the largest value indicators of the relationship between a family and a financial firm, given that many firms do not even offer comprehensive financial plans.

6 ways account aggregation is enhanced with financial planning

In an ever-evolving technology space where old practices are trending digital and new digital trends are changing the way we think, I would like to focus on the impending melding of two giant “must haves” for clients in the financial space.

4 realizations of major purchase goals for advisors and their clients

Here are the overall benefits that I experienced by saving early and often for my major purchase goal.

Scared money makes no money

Here are some of the things financial professionals should discuss in order to take the fear out of making money.

Articles by Logan Lee

Logan Lee

Vice president, North American sales

The benefits of offering financial planning to HNW clients

6 ways account aggregation is enhanced with financial planning

4 realizations of major purchase goals for advisors and their clients

Scared money makes no money

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