Planning as a Concept: Investment Management

Investment Management plays an important role in any comprehensive financial planning engagement. In part 2 of our series, we illustrate how and why using investment value as the metric is ideal - and far exceeds the results a robo might offer.
December 11, 2018/by Dave Faulkner

Planning as a Concept: Financial Management

In part one of our six-part series, we are discussing Financial Management and how using Planning as a Concept feature of RazorPlan financial planning software can double the results of using a product sale concept alone.
November 29, 2018/by Dave Faulkner

Planning as a Concept

Planning as a Concept™ is a feature of RazorPlan financial planning software and uses Value of Advice to validate your recommendations and instil confidence in you as a financial professional.
November 14, 2018/by Dave Faulkner

Personal Finance / Cashflow – Top Reads

Personal finance management can be stressful, but it doesn't have to be. These articles answer top questions and cover a variety of common topics to help you reduce cashflow stress points.
August 14, 2018/by Jay Palter

Practice Management – Top Reads

Intentionally growing a thriving advisory firm takes more than pure luck. Skill, strategy and consistent review are necessary. For a business that excels well into the future, we recommend implementing practice management actions suggested in these articles.
June 27, 2018/by Jay Palter

Zero to One

Peter Thiel is one of the founders of PayPal. In 2012 he conducted regular lectures at the University of Stanford where a student, Blake Masters, took detailed class notes. The book Zero to One is based on those notes.
June 18, 2018/by Dave Faulkner