Articles by Kyria Branaugh

Learning new financial software can have some hurdles when getting started but can be quick and painless with the right resources. Here are four tips to start utilizing your new planning tool and quickly realize ROI.

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We are excited to announce the new NaviPlan Learning Center is now available, making it easier than ever for our partners to take advantage of learning resources. The same useful Learning Center information is now presented in a cleaner and more visually appealing way.

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Working in the financial industry, there is a lot of pressure to meet the needs and expectations of all your clients. Sometimes, the gravity of the influence we have on the lives of clients is shocking to me.

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92 percent of people never achieve their New Year’s resolutions. Furthermore, one out of four people make the same resolution every year. These facts certainly make you wonder: Why are we so bad at achieving our goals?

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Take a moment and think back to some of the best experiences of your life. Perhaps you are thinking about your wedding day or the birth of a child. Maybe you are thinking about your graduation or that really amazing vacation you took. Regardless of what comes to mind, I am confident that you are not thinking about that one time you bought new financial planning software. However, in the next few months, it is my goal to change that!

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Whether you are teaching the basics of a software or trying to help clients understand the importance of their financial plan, teaching theories still ring true. Here are a few common aspects of Adult Learning Theory that you can easily apply to have more impactful client meetings.

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