Overcoming the Adoption Challenge Advisor adoption remains the single most significant challenge facing firms who are focused on the integration of planning into their offering model. Two previous blogs – The Adoption Challenge in Financial Planning and Changing the Planning Paradigm – The Key to Overcoming the Advisor (and Client) Adoption Challenge – discussed some key strategies…

The Strategic Imperative of Planning “In the midst of market turmoil, without a doubt, those clients with whom we have engaged in a goals-based planning approach are doing better in every way compared to those with whom we have not. There is absolutely no comparison.” This comment was made by a senior executive (and career Portfolio Manager) during a…

While every firm touts planning to be central to their value and differentiation, the reality is that most clients are not getting this in their relationship. This is not opinion; the facts confirm this. One leading financial planning software platform publicly touts that they have over 60,000 advisors using their planning software and that advisors…