Advizr Blog / Client Engagement

by Vibin Joseph Chowallur, CFP®, CRPC®, CRPS®, on July 12, 2018

Financial advisors have the tall task of tailoring financial plan presentation to a diverse client base with wide-ranging needs. However, by adhering to the following field-tested practices shared by fellow …

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Topics:Financial PlanningClient EngagementPractice Management

by Maria Behrens, on June 22, 2018

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 …

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Topics:Financial PlanningClient EngagementAdvizr WorkplaceFinancial WellnessFinancial Wellbeing

by Maria Behrens, on June 12, 2018

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 …

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Topics:Client EngagementAdvizr WorkplaceFinancial WellnessFinancial Wellbeing

by Advizr, on April 25, 2018

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 …

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Topics:Client EngagementPractice Management

by Advizr, on March 28, 2018

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 …

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Topics:Industry NotesClient EngagementPractice Management