Advizr Blog

Introducing Advizr’s Workplace Solution

FWP

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

Advizr Workplace at the Health & Benefits Leadership Conference

Advizr Workplace

 Join us in Las Vegas at the Aria Resort for the 6th Annual Health & Benefits Leadership Conference from April 4-6! Come visit us at booth #216 and meet our SVP of Enterprise Sales, Noah Herman and Program Director of Financial Wellness, Maria Behrens to learn how Advizr Workplace is leading the way in integrating financial planning, financial education, and employee wellbeing.

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Tags: Advizr Workplace

Let Client Profiling Supercharge Your Advisory Practice

There are dozens of ways for advisors to segment their clients: age brackets, earning history and potential, AUM, professional affinity. Financial advisors currently capture these data points, but often don’t use them to accelerate client value and scale their practice. In fact, client profiling may be the most underutilized tool in an advisor’s toolbox!

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Tags: Industry Notes, Client Engagement, Practice Management

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