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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.
FMG
MARCH 28, 2023
How One Firm is Testing a New Social Platform to Land New Clients via Financial Planning Northwestern Mutual recently launched a quiz on Pinterest aimed at engaging with millennial women and promoting financial literacy. Read the full article here. Well, struggle no more.
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. Look for the level of flexibility you desire. Sources: 1.
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