Prospecting with RediNest: Part 1

For many financial advisors, client acquisition is a poorly defined activity - largely consisting of asking existing clients and centres of influence for referrals - and usually done without much structure or process. This is surprising because prospecting is regularly ranked as a top priority among advisors.
May 8, 2017/by Dave Faulkner

Prospecting with RediNest: Part 2

RediNest is a client-facing retirement income calculator that anyone can use to calculate their potential retirement income and compare it to others. After calculating their potential retirement income, prospects will then have the option to connect with a RazorPlan™ advisor to further analyze their situation.
May 8, 2017/by Dave Faulkner

Prospecting with RediNest: Part 3

This post outlines a business development strategy you can use to grow your practice using RediNest. Activities are recommended on a daily, weekly and monthly basis and can be implemented by yourself, your administrative support staff or external contractors.
May 8, 2017/by Dave Faulkner

CRM2: Uncovering the Full Story

By the time Canadians read their new CRM2 statements, they will learn the cost of advice and fees, and the performance of their investments. But are they getting the whole story? In most cases, for fees in particular, it is only half the story.
February 1, 2017/by Grant Hicks CIM

RazorPlan’s simplicity can make you a better and more referable advisor

The key to creating effective financial planning software is to understand how advisors use it. So, we set out to talk to advisors who are actively using RazorPlan in their practices and asked them how it was helping them.
December 15, 2016/by Jay Palter

Brian Laundry: Advisor of the Future

Brian Laundry has customized his own technology suite, including RazorPlan, that streamlines and automates his business – and the results are compelling. In the past year, Laundry has become a top-producing insurance and planning advisor without hiring a single new staff member.
October 18, 2016/by Jay Palter