Introduction to RazorPlan with Decumulation
Preparing a decumulation plan on how assets are going to be used in retirement is an added value that financial advisors should be offering clients.
March 24, 2023/by Mike HoweRazorPlan with Decumulation
The decumulation feature is a new optimization tool for the decumulation phase of a client’s life. Learn how to use this feature and integrate it into your practice.
March 23, 2023/by Mike HoweSee RazorPlan’s Top 10 Features In Action
It’s RazorPlan’s 10th Anniversary! Thank you so much to all…
May 26, 2022/by Courtney TredwellTop 4 Things to Look For When Evaluating Financial Planning Software
October 7, 2021/by Vicki FormosaRazor Leads: Client Acquisition Tool
Razor Leads is a feature of the RazorPlan program that can be used to touch base with existing clients and introduce the planning process to prospective clients.
April 30, 2020/by Mike HoweAdvisor Survival Guide
When markets become volatile, advisors need to be proactive in their client communications. Taking control of the narrative clients are hearing is important because there are numerous sources of information that are bombarding your clients at this time.
March 19, 2020/by Mike Howe