Planning as a Concept: Risk Management
Risk Management is the topic of part 3 in our 6-part Planning as a Concept series. By using Human Capital instead of traditional product advice, clients will be more motivated by personal desire to give their family the best lifestyle they can.
January 8, 2019/by Dave FaulknerPlanning as a Concept: Investment Management
Investment Management plays an important role in any comprehensive financial planning engagement. In part 2 of our series, we illustrate how and why using investment value as the metric is ideal - and far exceeds the results a robo might offer.
December 11, 2018/by Dave FaulknerPlanning as a Concept: Financial Management
In part one of our six-part series, we are discussing Financial Management and how using Planning as a Concept feature of RazorPlan financial planning software can double the results of using a product sale concept alone.
November 29, 2018/by Dave FaulknerPlanning 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.
November 14, 2018/by Dave FaulknerPersonal 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.
August 14, 2018/by Jay PalterPractice 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.
June 27, 2018/by Jay Palter