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.
Entries 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.
The Typical Advisor Tech Stack
There are a myriad of tech tools all claiming to be the best at helping you be more efficient in your business. But which ones really measure up? Here are several that experienced, tech-savvy financial professionals are currently using in their practices.
How Financial Pros Use RazorPlan Software: Noel D’Souza, Money Coaches Canada
“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.”
How Financial Pros Use RazorPlan Software: Christine Williston, Money Coaches Canada
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.
Who to Follow in Canadian Finance
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.
RazorPlan’s simplicity can make you a better and more referable advisor
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: Advisor of the Future
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.
How three advisors use Razor Plan to deliver results
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.
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