Let’s discuss how account aggregation is helping many advisors gain efficiencies for creating financial plans. Here are six reasons account aggregation may be an answer for you.
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Blog & Articles
Introducing Account Aggregation for Advisors
Account aggregation is a single location for an individual to see their accounts across a myriad of institutions. Get a quick intro here.
How to Build Your Digital Presence and Professional Network in 3 Easy Steps
Do these simple steps to provide substance to the relationships you have in your professional network and build a digital presence as an expert.
How the Challenger Sales Method can Help You with Financial Planning
The Challenger Sales Method establishes a framework that allows your insight and expertise to become the differentiator to engage and win over new clients.
The Financial Advisors’ 2021 Digital Marketing Checklist
We put together the Financial Advisors' 2021 Digital Marketing Checklist to help establish a professional brand image online and attract customers.
2021 Tax Changes Available Now in Moneytree Plan
With a new year comes new tax numbers. Adjustments to tax brackets, standard deductions, exemptions, and more are now available in Moneytree Plan.
RMD Start Ages in Moneytree Plan
RMD timing can be a confusing topic. It can help to conceptualize it by asking this question: If my client is 71 today, will they turn 72 before December?
Take Control of Your Sales Process
What do you think of when you hear the words, “take control”? The last behavior in the Challenger Sale, Take Control, is the most misused behaviors and quite honestly, why the methodology sometimes gets a bad rap.
Start with Your Clients’ Goals and Tailor Plans to Reach Them
Knowing your customer is also how you can really help them with a tailored approach to their goals. An advisor needs to truly take the time to understand the needs of their clients and then present data that is relevant to their specific life journey – that’s how you win clients!
Advisors, Don’t Sell…Teach for Differentiation
The key to teaching successfully is using your unique strengths and experiences in financial planning.
Calculating Taxable Social Security Benefits – Not as Easy as 0%, 50%, 85%
It is typical for social security benefits to be 85% taxable, especially for clients with higher income sources in retirement, but the benefit subject to taxation can be lower.
Letting A Stranger In My House Cost Me More Than $50,000 (And I Feel Fine)
Do you get excited about where your clients are in their lives? Get genuinely interested and excited with someone and their story, and you’ll find they will be excited to work with you.