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Advancing Client Conversations with Modern Planning Tools: Orrstown Bank’s Experience with Moneytree
At Orrstown Bank, financial planning is a team effort. Colin Fry, a financial investment advisor, plays a central role in running reports for other members
Getting to Know Brandon Burton, Regional Sales Manager at Moneytree
Brandon Burton brings nearly two decades of financial advising experience and a deep passion for fintech to his role as Regional Sales Manager at Moneytree.
How advisors use tech to personalize goals-based planning
Financial planning has always been about more than numbers. Clients aren’t just looking for investment returns, they want a clear path toward meaningful life goals.
See the bigger picture with visual reporting
When clients sit down with a financial advisor, they’re looking beyond the numbers on a page. They’re in search of clarity about their future. And
When the math isn’t enough: Why clients still need their advisors
This article was originally published on Advisor Perspectives under the Financial Planning category. When a client loses a spouse, retires unexpectedly, or receives life-changing
The silent client effect: Turning unspoken concerns into confident plans
This article was first published in the 2025 Midyear Outlook from WealthManagement.com. In today’s volatile economic and political climate, financial advisors face a growing paradox:
Moneytree Launches Automated Onboarding Tool
New feature in Moneytree simplifies the planning process from day one Designed to help advisors save time, reduce friction, and deliver a better client experience
Advocating for clarity: Why Jason Hessler trusts Moneytree for client-first estate planning
Jason Hessler isn’t just an estate planning attorney — he’s a champion of clarity. At Hessler Legal Group, Jason and his team serve a wide
How financial advisors are future-proofing their practices
Financial advising today isn’t what it was five or ten years ago. Clients expect more. More clarity. More access. More personal advice. Meanwhile, advisors are