“As a Financial Planner, I guide my clients through a process to help identify where they currently are, what their short, medium, and long-term goals are, and how best to make use of the resources they have to achieve these goals and live the life they truly want.”
About Jay Palter
Jay is a digital and social media specialist with experience in the financial services industry. You can follow Jay on Twitter at @jaypalter.
Entries by Jay Palter
The financial advice industry is changing and financial planning is playing an increasingly important role in many businesses. In this series of articles, we profile financial professionals that are using RazorPlan to innovate and grow their businesses.
In this post, we have compiled a list of top influencers, both individuals and publications / organizations, who are regularly consulted on financial issues in Canada. If you’re looking for a solid reading list on personal finance issues specifically for Canadians, this list is a great place to start.
The key to creating effective financial planning software is to understand how advisors use it. So, we set out to talk to advisors who are actively using RazorPlan in their practices and asked them how it was helping them.
Brian Laundry has customized his own technology suite, including RazorPlan, that streamlines and automates his business – and the results are compelling. In the past year, Laundry has become a top-producing insurance and planning advisor without hiring a single new staff member.
Dave Faulkner set out to design a financial planning tool that was simpler and easier to use than all the rest. Here are the stories of three advisors that are benefiting from this approach.