The Power of a Collaborative Experience
In my last blog, I briefly discussed the menacing robo-advisor as a key topic at the 2014 T3 Conference, and it seems as though every week since I’ve read a new article on the topic. There is no doubt...
View ArticleWomen and Planning: Do More Female Advisors Mean More Female Clients?
There have been many articles written in the last few years about the need for financial advisors to attract female clients. In fact, Advicent has published articles expressing this same sentiment. One...
View Article3 Ways to Communicate with the Clients of Tomorrow
The world is an ever-changing place, and the financial services industry is no exception. As technology continues to evolve, clients are also evolving their expectations for how their financial...
View ArticleCould Ego Depletion Be Hurting Your Practice?
Have you ever heard the phrase “ego depletion?” No, it’s not a term for dwindling self-esteem. Rather, ego depletion is the idea that we are more likely to make poor choices or succumb to temptation...
View ArticleAre You Giving Your Clients the Chance to Ask “Why?”?
As I was considering topics for this post, one repeated conversation with my 3-year-old stuck in my mind. As any parent or caregiver knows, there are always phases to get through with children. In our...
View ArticleAdvisors Need Better Strategies, Technology for Client Communications
Good advisors are great relationship managers. They are the rainmakers, the go-to people and the face of the business. Probably without exception, advisors have been successful when they are able to go...
View ArticleAdvicent Solutions Acquires Figlo
Sophisticated Planning Meets Unique Client Interaction Milwaukee, WI – September 23, 2014 In a deal that will further cement its position as the leading provider of financial consultancy and planning...
View ArticleNaviPlan® Now Offers a Plan for Everyone
Milwaukee, WI – December 15, 2014 The happiest investors are those with a plan: Canadians with a comprehensive financial plan are 79 percent more likely to feel content with their life achievements and...
View ArticleAdvicent Announces Latest Updates to the NaviPlan® Financial Planning Tool
Milwaukee, WI – February 23, 2015 Today, Advicent Solutions announced the latest updates to the NaviPlan® financial planning application. These improvements will help advisors’ discussions with clients...
View ArticleNaviPlan® Update Introduces Progress Planning and Enhanced Reporting
Milwaukee, WI – July 27, 2015 Advicent, the leading provider of SaaS technology solutions for the financial services industry, announced the latest additions to the NaviPlan® financial planning tool...
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