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Join The WealthPlan team as we explore topics around investments, practice management, advisor technology, and more.

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The Rising Tide of Advisor Independence

Not many people watch the headlines like advisors. Especially in recent days, some of these headlines have stirred up controversy in the financial planning world. In addition to the normal clamor of investing news, this new controversy is talking about the business model of financial planning. At the center of this disruption: an accelerated movement…

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Getting Your Team to Buy In To Your Vision

  There’s an old saying, “If you want to go fast, go alone. If you want to go far, go together.” It carries real wisdom, especially for the financial advisor. It’s every leader’s challenge, but few seem to have unlocked this question: how do I get my team to buy into my vision for the…

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Keys to Excellent Customer Service For Advisors

  Financial advisors build their businesses around relationships, but those relationships go far beyond your occasional face-to-face interactions. Your clients’ view of their relationship extends to many other touch points with your business, including your staff, technology, and digital communications. Keeping these relationships strong is the lifeblood of your business – an operation best not…

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Talking About Recessions with Your Clients

  The topic of recession has been a tense one in 2022, dominated by murky political arguments and definitions. Regardless of how your clients individually define recession, some degree of fear is the norm when it comes to personal financial plans. They’re trying to figure out what a recession will mean for their finances and…

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Holiday Marketing for Financial Advisors

  The holiday season is nearly upon us, as stores like Costco remind us with their artificial Christmas tree displays going up on October 1st. Thanksgiving, Christmas, New Year, and everything in between has a way of filling our lives and conversations. And while not every part of life revolves around financial planning, there are…

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Using Webinar Marketing for Financial Advisors

By now, most of us are familiar with Zoom Meetings. Since the pandemic, you’ve likely attended at least a handful of Zoom meetings and perhaps, even hosted a few. But if you’re scrolling through this post today, it’s because you’re entering new territory. For many advisors, our familiarity as attendees doesn’t translate to confidence as…

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Creating a Strategy for Centers of Influence (COI) as an Advisor

Financial advisors are increasingly familiar with the strategy “Centers of Influence” (COI) when it comes to networking strategies. It goes beyond the normal power of networking though. By focusing on specific gatekeepers, you can multiply the ROI on your time and resources. Today, we’re taking a step beyond talking about COI’s. We’re focusing on intentional…

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Overcoming “Value Prop Inflation” as a Financial Advisor

  “What is your value proposition as a financial advisor?” If we were to ask you this question today, how would you answer? Most advisors wouldn’t have to strain too hard to produce an answer, but there’s a second question. “Is your answer enough to set you apart?” Today, we’re tackling the tough question of…

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Responding to the Robo-Advisor Trend

  From self-checkout to automated driving, innovation keeps finding ways to replace an “unnecessary” human interaction with simple, algorithm-driven tech. In the fintech space, robo-advisors have made a splash as the next generation’s alternative to traditional financial planning. With almost 70 trillion in assets queued to pass to the next generation, this is a conversation…

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Creating an Exceptional Client Experience as an Advisor

  We recently heard a compelling story from an advisor that perfectly captured the impact a strong client experience can have – and the damage a weak one can do. To retain (and acquire) strong client relationships, advisors need to have a technology-supported approach that gives their clients confidence in their financial picture. Today, we…

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5 Things You Can Do Today to Deepen Client Relationships

  Your role as a financial advisor is an important one for the clients you serve – your expertise is a critical component to them achieving the financial future they’re hoping for. That’s why it requires a unique measure of trust to acquire new clients, and it takes a continual deepening of trust to keep…

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The 3 Advisor Hiring Problems

  You as a financial advisor may share in a common problem many advisors face. It sounds something like this: In order to scale your business, you need to find a way to scale your workforce efficiently. And in today’s labor market, that challenge is only growing. Advisors need experienced, reliable team members. Experience brings…