RazorPlan Integration into Nest Wealth

RazorPlan is now more deeply integrated with Nest Wealth. We are creating more seamless ways for Nest Wealth and RazorPlan advisors to use both systems in tandem to add more value to their clients and gain greater control of that client’s assets.

Razor Leads: Client Acquisition Tool

Razor Leads is a feature of the RazorPlan program that can be used to touch base with existing clients and introduce the planning process to prospective clients.

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.

Cash 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

RazorPlan 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.

RazorPlan 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.

New 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.

Planning 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.

Planning as a Concept: Retirement Planning

Focusing on creating a retirement nest egg and sustainable retirement income, the Retirement Planning concept, part 5 of our series, uses income producing assets as the metric, improving results by $38,000 over 15 years vs. a product-only recommendation.

RazorPlan 2019 Tax Update

Each year as part of your subscription to RazorPlan, the program is updated for any changes in the tax calculations. In February 2019 we updated RazorPlan for the following changes to the program’s tax calculations