Advizr Blog / Financial Planning

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 Advizr, on May 16, 2018

Advizr is pleased to introduce a new business line, Workplace, a comprehensive financial wellness solution. The Workplace solution is built on Advizr’s self-directed financial planning technology, educational programs and customizable marketing designed to …

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Topics:Financial PlanningAdvizr WorkplaceFinancial WellnessFinancial Wellbeing

by Vibin Joseph Chowallur, CFP®, CRPC®, CRPS®, on March 20, 2018

Financial advisors today do more work than ever for their clients, leaving little appetite for time-intensive services that clients may not want and provide limited value to the advisor’s practice …

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Topics:Industry NotesFinancial PlanningClient EngagementPractice Management

by Noah Herman, on December 6, 2017

Built for financial advisors and their institutions, client/advisor engagement and adoption is always top of mind at Advizr. This focus was picked up on by several large and very large …

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Topics:Industry NotesFinancial PlanningAdvizr Workplace