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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
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
Where is your financial data physically stored?
The overlooked question that could cost you When advisors are weighing their options for financial planning software, it’s easy to get caught up in features