Planning as a Concept: Tax Planning

Part 4 of our 6-part series discusses how using RazorPlan’s Tax Planning concept can drastically improve the results for your clients over product advice using a popular insurance sales concept, Insured Retirement Plan (IRP).

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.

Planning 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.

Planning 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.

Planning 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.

Personal 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.

Practice 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.

Zero to One

Peter Thiel is one of the founders of PayPal. In 2012 he conducted regular lectures at the University of Stanford where a student, Blake Masters, took detailed class notes. The book Zero to One is based on those notes.

The Typical Advisor Tech Stack

There are a myriad of tech tools all claiming to be the best at helping you be more efficient in your business. But which ones really measure up? Here are several that experienced, tech-savvy financial professionals are currently using in their practices.

When Should you Engage a Financial Planner?

There are many circumstances where the value provided by a professional financial planner outweighs the potential savings of technology. For six situations you should consider, read the full article at davefaulkner.ca.