Sponsored by eMoney Advisor
Rooted in championing your clients’ best interests, the Plan it Forward philosophy emphasizes the fact that, as a financial advisor, the plans you build for your clients affect far more than just their finances.
By helping your clients set goals, like saving for their first home or a graduation, and providing a path to get there, you enable your clients to accomplish their dreams.
And to support a financial planning-led experience across these goals, more and more advisors are turning to technology. It’s a move all advisors will soon need to make. A recent report from Cerulli titled, “Recruiting and Business Development” shows that clients have an increased desire for comprehensive advice through technology.
By blending financial technology with your guidance, you become a critical part of your clients’ lives overall. That kind of trusting relationship is the secret ingredient that gives you sustained success. So whether it’s helping a client pay off their student debt or helping another client plan for their retirement, you’re with them every step of the way.
It’s through these actions, every day, that you Plan it forward. Can you picture it?
In the short video below, you'll see why the relationships you forge with your clients extend far beyond their finances.
Lifetime client relationships generate endless opportunities for advisors. Each stage of the financial lifecycle – from Accumulating Wealth to Retirement and beyond – gives you a chance to demonstrate the value you provide to those in need of guidance.
By taking the time to develop personal connections with your clients that go beyond just the financials, you can help navigate major milestones and make a positive impact in your clients’ lives.
For more on the Plan it Forward philosophy, download eMoney’s free ebook. We’ll help you drive more meaningful conversations at every stage of the financial lifecycle with descriptions of client profiles and recommended topics to discuss – as well as the ones to avoid.
In this essential guide, we walk you through four major planning events in your clients’ lives and explore technology tools available to help you add value and deliver your best service at each stage:
- Accumulating Wealth
- Navigating Needs and Goals
- Retiring with Confidence
- Leaving a Legacy