Understanding the implications of the proposed federal tax changes.
About Dave Faulkner
Dave Faulkner is a 26 year veteran of the software industry, designing tools for insurance agents, investment advisors, and financial planners. As a software consultant, Dave’s clients include insurance companies, MGAs, banks, and wealth management firms. He is also a practicing financial planner specializing in retirement and estate planning for professionals and small business owners.
Dave is co-founder and CEO of Razor Logic Systems Inc., an innovative software company and creator of RazorPlan financial planning software.
Through the use of intelligent algorithms and heuristic methods, RazorPlan financial planning software requires minimal time to complete and is centred on engaging clients through meaningful discussion and analysis. In addition to integrated planning, RazorPlan software includes a library of planning concepts and financial calculators for single needs analysis.
Contact Dave Faulkner:
Email – email@example.com
Entries by Dave Faulkner
For many financial advisors, client acquisition is a poorly defined activity – largely consisting of asking existing clients and centres of influence for referrals – and usually done without much structure or process. This is surprising because prospecting is regularly ranked as a top priority among advisors.
RediNest is a client-facing retirement income calculator that anyone can use to calculate their potential retirement income and compare it to others. After calculating their potential retirement income, prospects will then have the option to connect with a RazorPlan™ advisor to further analyze their situation.
This post outlines a business development strategy you can use to grow your practice using RediNest. Activities are recommended on a daily, weekly and monthly basis and can be implemented by yourself, your administrative support staff or external contractors.
In February, I published an article on ADVISOR.CA titled “Do Human Advisor Fees Offer More Value Than Robo-Advisor Fees?” In it, I examined the claim that using a robo-advisor can add hundreds of thousands of dollars to your investment when compared to the higher fees charged by many human advisors.
A new user recently told me a story about how he used RazorPlan during a recent appointment to win a new client. Here’s the story…
In many ways, financial planning is broken. So, RazorPlan was created based on re-envisioning the financial planning process.