by Hennah Garcia | Aug 6, 2018 | Uncategorized
There are two types of financial online planning software – goal-based planning and cash flow planning. When working with your clients, it is best to choose the goal-based approach since it is meant to decrease the complexity of financial planning. Goal-based...
by Hennah Garcia | Jul 30, 2018 | Financial Planning, Health and Wealth
No matter your client’s age, setting financial goals can help determine their financial planning route. Furthermore, success to one individual may not be a success to another. That is why it is important in your role as an advisor to guide your clients through this...
by Hennah Garcia | Jul 23, 2018 | Financial Planning
The task of improving your practice can be difficult and without the proper tools, your dedication to improvement can be hindered. That is why it is crucial to consider several factors when it comes to financial online planning. When the proper decisions are made,...
by Hennah Garcia | Jul 16, 2018 | Financial Planning, Your Money
Maintaining customer satisfaction is a crucial element in managing your business. Along with this factor, the satisfaction of next generation family members should also be considered. To put this into perspective, approximately $27 trillion are predicted to pass from...
by Hennah Garcia | Jul 9, 2018 | Financial Planning
We know that client meetings are crucial to your practice, and without proper discussions, the appropriate financial plan cannot be created. Furthermore, your customer base can range from a wide variety of clients. Some are easier to please, while others are more...