Advizr Blog / Practice Management

by Advizr, on September 7, 2018

For financial advisors who are looking to expand their advisory practice and break into the 401(k) market—as well as potentially integrate 401(k) plans into workplace wellness programs—the current moment reflects …

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Topics:Client EngagementFinancial PlanningPractice ManagementFinancial WellnessAdvizr Workplace

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:Client EngagementFinancial PlanningPractice 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:Practice ManagementClient Engagement

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:Practice ManagementClient EngagementIndustry Notes

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:Financial PlanningPractice ManagementClient EngagementIndustry Notes