Advizr Blog

The Marriage of Education & Financial Planning

In recent years, organizations have increasingly found that providing access to employee wellness programs results in a more balanced and productive workforce. But wellness means more than just gym memberships and nutritional guidance. With stress around financial management and planning on the rise, a holistic approach to employee wellbeing should include access to comprehensive financial education and planning.

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Tags: Financial Planning, Client Engagement, Advizr Workplace, Financial Wellness, Financial Wellbeing

Understanding the Importance of Financial Wellness

The idea of focusing on employee health and wellbeing took off simply because it was the right thing to do. Companies that invested in the health of their people became the unexpected beneficiaries of a happier, more productive workforce. As wellness advocates advanced these ideas, they noticed that financial stress was a leading indicator of negative health outcomes. It is now accepted wisdom that any holistic wellness program must also address the financial needs of a population, marrying the concepts of “health” and “wealth.”

If acceptance and understanding was the first hurdle, the challenge facing wellness professionals now is to develop employee reward and benefit offerings that encompass both needs. Current programs provide wide-ranging access to services that enhance physical, mental, emotional, social and environmental wellbeing, while ignoring the tools, resources and education needed to optimize financial wellbeing.

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Tags: Client Engagement, Advizr Workplace, Financial Wellness, Financial Wellbeing

Introducing Advizr’s Workplace Solution


Advizr is pleased to introduce a new business line, Workplace, a comprehensive financial wellness solution. 

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Tags: Financial Planning, Advizr Workplace, Financial Wellness, Financial Wellbeing

The Value-add of Financial Literacy (& How Advizr Can Help)

Today’s article will explain the main reasons why you should emphasize financial literacy in your practice, some tips on how to go about doing so and where Advizr can help.

You’ll sometimes hear soccer fans remark that people who don’t like the sport just don’t understand its strategy and intricacies. In other words, they don’t "get it."

If you want your clients to view your firm like the local Manchester United blokes view their team, they need to see you as the bridge between complexity and confusion and true financial literacy. But there is a lot of work to be done. A recent study found that only 15% of affluent Americans feel knowledgeable about financial products[1].

So what can you do? Emphasizing well-timed, relevant financial education can help clients better understand the value you add, and in turn, create stronger advisor-client relationships.

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Tags: Client Engagement, Practice Management

Advizr’s Top 7 New Features – A Review of Q1 2018


In the first quarter of 2018, we added a slew of new features designed to make our core financial planning solution better for financial advisors. From onboarding clients to building plans and presenting sales-ready reports, we’re focused on helping you grow your business. The Advizr product team has been busy!

Here are just a few exciting developments we’ve rolled out in Q1:

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Tags: Features and Skills, Product Updates

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