Advizr Blog / Practice Management

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 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

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 Rachel Sanborn, on September 28, 2017

The nature of a cash flow-based approach to financial planning, even if it is centered around the client’s goals, means that any platform assisting in the creation of such a …

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Topics:Features and SkillsCase StudyPractice Management