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 PalterSavings and Retirement Projections
A new user recently told me a story about how he used RazorPlan during a recent appointment to win a new client. Here's the story...
September 14, 2016/by Dave FaulknerGathering Client Data
Data gathering is one of the most important steps in any financial analysis. The RazorPlan Fact Finder and Application Worksheets can help.
September 1, 2016/by Cory Faulkner4 Common Support Questions
At RazorPlan support we look to provide the assistance needed to not only understand RazorPlan software, but also the client files you are working with.
August 24, 2016/by Cory Faulkner5 Data Entry Tips For Better Plans
The biggest variable for any software program is the data entered. Even small discrepancies in client data can result in large variations in the output.
August 22, 2016/by Cory FaulknerHow three advisors use Razor Plan to deliver results
Dave Faulkner set out to design a financial planning tool that was simpler and easier to use than all the rest. Here are the stories of three advisors that are benefiting from this approach.
May 10, 2016/by Jay Palter