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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 Howe

RazorPlan 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 Howe

See RazorPlan’s Top 10 Features In Action

It’s RazorPlan’s 10th Anniversary! Thank you so much to all…
May 26, 2022/by Courtney Tredwell

Top 4 Things to Look For When Evaluating Financial Planning Software

October 7, 2021/by Mike Howe

Razor 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 Howe

Advisor 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
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