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.
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.
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.
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…
Data gathering is one of the most important steps in any financial analysis. The RazorPlan Fact Finder and Application Worksheets can help.
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.
In many ways, financial planning is broken. So, RazorPlan was created based on re-envisioning the financial planning process.
