This program translates behavioral finance into the advisor’s realm of investing, helping them differentiate their ability to help clients avoid the Top 10 Investment Decision Errors. Learn more >>

Equips students with the educational foundation needed to pass the CFP® Board exam, and better serve their clients with sound financial advice. Learn more >>

Provides organizations with a sophisticated, scalable and customizable program to train advisors and be a leader in this emerging segment. Learn more >>

Latest From Our Blog

Changing the Conversation Part III: Transforming the Value and Impact of Client Relationship Review Meetings

January 31st, 2019|Comments Off on Changing the Conversation Part III: Transforming the Value and Impact of Client Relationship Review Meetings

One of the things we do quite often in our quest to help our industry raise the bar on the value provided to its clients is participate in pre-call planning sessions. A majority of [...]

Changing the Conversation Part II: Changing the Planning Paradigm – The Key to Overcoming the Advisor (AND Client) Adoption Challenge

November 30th, 2018|Comments Off on Changing the Conversation Part II: Changing the Planning Paradigm – The Key to Overcoming the Advisor (AND Client) Adoption Challenge

Planning software firms like eMoney and MoneyGuidePro are exponentially growing in terms of the number of firms and advisors utilizing their planning software (with currently well over 100,000 advisors in the U.S. equipped with [...]

The Adoption Challenge in Financial Planning

October 9th, 2018|Comments Off on The Adoption Challenge in Financial Planning

For over a decade, financial services firms have been working to drive the adoption and consistent implementation of financial planning by their advisors.  While literally millions of dollars are spent by firms each year in [...]

Changing the Conversation Part I:
Financial Planning – is Yours a Product or an Experience?

July 10th, 2018|Comments Off on Changing the Conversation Part I:
Financial Planning – is Yours a Product or an Experience?

Though the DOL Fiduciary Rule is off the regulatory table at this point, its impact on investment advisory and wealth management practices is undeniable and likely lasting.  As a result, financial planning has become [...]