How 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 PalterHow to fix financial planning
In many ways, financial planning is broken. So, RazorPlan was created based on re-envisioning the financial planning process.
February 11, 2016/by Dave Faulkner