Posts

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

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.

How Financial Pros Use RazorPlan Software: Noel D’Souza, Money Coaches Canada

“As a Financial Planner, I guide my clients through a process to help identify where they currently are, what their short, medium, and long-term goals are, and how best to make use of the resources they have to achieve these goals and live the life they truly want.”

Who to Follow in Canadian Finance

In this post, we have compiled a list of top influencers, both individuals and publications / organizations, who are regularly consulted on financial issues in Canada. If you’re looking for a solid reading list on personal finance issues specifically for Canadians, this list is a great place to start.