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 HoweCash Flow Planning – Beyond Budgeting
Razorplan has always tracked the client's retirement cash flow, now you can also track their pre-retirement lifestyle and plan their cash flow. For clients that are still in the accumulation phase of their life and are planning for their retirement, putting together a pre-retirement cash flow plan goes beyond budgeting
March 2, 2020/by Mike HoweRazorPlan Plus – An Overview
With the release of RazorPlan Plus some powerful new features were added. This video demonstrates these new features and gives you an idea of the power of RazorPlan Plus.
June 12, 2019/by Mike HoweRazorPlan CEO on Joining Nest Wealth
Our common vision is to continue to support both technologies as independent platforms as they currently are, in addition to an integrated solution.
May 16, 2019/by Mike HoweNew Feature: Report Customization
By design all RazorPlan reports are very graphical, In the latest version of the program key graphics in the report can now be edited to better suit your needs. In addition to the report logo, which was already customizable, the ability to change two graphic areas of RazorPlan reports has been added.
May 9, 2019/by Mike HowePlanning as a Concept: Estate Planning
This final instalment in our Planning as a Concept series, the Estate Planning concept, uses estate worth as the key metric of value. Clients will be more motivated to act when they see the results your advice offers - to the tune of $248,000 over 15 years in our example.
February 19, 2019/by Dave Faulkner