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…
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.
