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.
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.
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.
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.
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.
When Should you Engage a Financial Planner?
There are many circumstances where the value provided by a professional financial planner outweighs the potential savings of technology. For six situations you should consider, read the full article at davefaulkner.ca.
