XY Planning Network

APRIL 29, 2024

In an ongoing effort to raise the financial planning bar, the competition has provided emerging FinTech companies with a platform to demo their innovative solutions focused on empowering financial advisors and increasing value for their clients through better advice and a better client experience.

Financial Planning 82

Financial Planning Financial Advisor Clients Planning 82

XY Planning Network

AUGUST 27, 2024

Each year, XYPN turns the spotlight to the tech and solutions that support real financial planners in delivering more efficient, profitable, or impactful advice to clients. We call for tech that reinforces the incredible value that advicers—those planners who deliver truly client-centric advice—can use to run better businesses.

Financial Planner 81

Financial Planner Financial Planning Financial Advisor Clients 81

FMG

JULY 13, 2022

Dorsey Wealth Management offers fee-only wealth management and retirement planning for women and couples, and they do a great job of creating and sharing content that answers pressing questions and pertains to their clients, as well. Summarize Breaking News and the Impact It Could Have On Your Clients.

Media 72

Media Financial Advisor CFP Wealth Management 72

Sara Grillo

MARCH 16, 2024

Instead of products, the focus here is on people – flat fee, advice only, and hourly advisors and how to refine their service models to benefit their clients more. Flat fee advisor “Highly qualified community with a shared vision for fairness, honesty, and transparency for clients. This is about connection.

Financial Advice 52

Financial Advice Communication Financial Advisor Consulting 52