The first days of a client relationship set the tone for everything that follows. Onboarding a new client is as much about collecting important information as it is about demonstrating professionalism and helping clients feel confident they’re in capable hands. Yet for many advisors,
Financial planning is all about helping clients understand how their choices today shape their financial futures. “What-if” scenarios have become a powerful way for advisors to move beyond static forecasts and instead create intentional, client-driven conversations. Moneytree’s goal-based forecasting and portfolio analytics software make these
When it comes to financial planning, cash-flow projections are one of the most effective ways for advisors to help clients see how today’s spending decisions affect tomorrow’s financial outcomes. By analyzing money coming in and going out over time, advisors can illustrate what the future
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. From founding his own fintech company to dedicating over a decade to financial education for veterans, Brandon has built
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. Whether that’s funding a child’s education, buying a vacation home, or preparing for retirement, today’s advisors know personalization is key.
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 while spreadsheets and long reports may contain the right information and good numbers, they often leave clients more overwhelmed than
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 news, financial planning becomes about far more than spreadsheets and scenarios. The numbers matter — but they are rarely enough
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: clients are full of concern but often don’t know what to ask. They’re worried about inflation, recession, political instability, and
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 juggling an ever-growing list of responsibilities—compliance requirements, onboarding workflows, investment and cash flow planning, tax strategy, retirement modeling, and more.
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 like integrations, projections, and client-facing tools. But there’s a more fundamental question that often gets overlooked: Where is your clients’
