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. For most advisors, the value of financial planning is ascribed to the products they sell.

Financial Planner 81

Financial Planner Financial Planning Financial Advisor Clients 81

eMoney Advisor

APRIL 6, 2023

These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. If you’re thinking of starting your own financial planning practice as a solopreneur, you’ve come to the right place.

CFP 76

CFP Financial Planning Clients Planning 76

FMG

MARCH 28, 2023

Tuesday’s resources to help you better engage clients and prospects, no matter the channel you’re focused on. The Top 10 Visuals for Prospect & Client Meetings in 2023 via YCharts Powerful visuals can help better explain your point and boost engagement. Get your free resources here. Learn how to get started here.

Financial Planner 52

Financial Planner Financial Planning Clients Media 52

FMG

JULY 5, 2022

Tune into this episode to learn more about the 3-actions to take with clients when it comes to the current market environment, including what to share, how often to share, and how you can conduct meetings. The Only Three Things Financial Planners Need to Say in the First Meeting via Streamline My Practice.

Financial Planner 52

Financial Planner Media Engineering Planning 52

FMG

FEBRUARY 28, 2023

Struggling to find the time to update your clients and prospects on everything happening with the markets and economy? Book a Demo to Find Out More The post Trending This Tuesday, February 28, 2023 appeared first on FMG Suite. How To Turn Your Twitter Audience into Fans With Thomas Kopelman (Ep. Absolutely! Well, struggle no more.

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Media Financial Advisor Financial Planner Communication 52

Inside Information

AUGUST 28, 2024

Often the keynoters have no idea who financial planners are—they’re championship boxers, basketball players, sometimes former Presidents or Prime Ministers, famous people, basically, and every third session is a breathless look at about how to use this or that wonderful feature of the Schwab platform.

Financial Planner 40

Financial Planner Food Clients Planning 40